Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Douglas Voshall is a financial advisor with Osaic Wealth, Inc., based in Cumming, Georgia. Steven has been working in the financial industry since January 1990 and has a wealth of experience serving a wide range of clients. Steven holds a variety of licenses, including Series 7, 6, 63, and SIE, along with the designation of Chartered Financial Consultant. Steven has previously worked at Securities America, Inc., Investcorp, Inc., and Equity Services, Inc. Steven is committed to helping clients achieve their financial goals.
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
GA
06/14/2024 - Present
Osaic Wealth, Inc. (CUMMING GA)
GA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (CUMMING GA)
GA
11/02/2009 - 07/17/2020
INVESTACORP, INC. (CUMMING GA)
GA
01/26/1999 - 11/04/2009
EQUITY SERVICES, INC. (CUMMING GA)
MA
01/16/1995 - 01/06/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
DE
11/10/1993 - 01/16/1995
PML SECURITIES COMPANY (NEWARK DE)
NJ
01/09/1990 - 11/29/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/09/1990 - 11/29/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 01/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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