Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Darryl Lindberg is an investment advisor representative with Osaic Wealth, Inc. Steven has been in the industry since 1993. Steven is licensed to provide investment advice in several states including Florida, Georgia, Minnesota, and Texas. In addition to being an advisor, Steven also works as a President for Lindberg Financial LLC, where he is responsible for outside sales of non-variable insurance. Prior to joining Osaic Wealth, Inc., Steven was affiliated with Woodbury Financial Services, Inc. and LPL Financial LLC. Steven has a broad range of experience in the financial industry, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Steven holds the Chartered Financial Consultant designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
01/19/2024 - Present
Osaic Wealth, Inc. (MCKINNEY TX)
TX
05/01/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MCKINNEY TX)
TX
04/08/2004 - 05/02/2014
LPL FINANCIAL LLC (ALLEN TX)
NY
09/14/1993 - 04/13/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/14/1993 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 02/04/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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