Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gary Trast is an investment advisor representative at Osaic Wealth, Inc., with over 20 years of experience in the financial services industry. Steven has a strong background in accounting and tax preparation, having operated his own CPA firm since 2001. This expertise allows Steven to provide comprehensive financial planning and investment advice to his clients. Steven is committed to understanding his clients' individual financial goals and developing personalized strategies to help them achieve them.
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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NY
01/03/2022 - Present
Osaic Wealth, Inc. (KINGSTON NY)
NY
01/23/2004 - 01/04/2022
VANDERBILT SECURITIES, LLC (KINGSTON NY)
NJ
01/03/2002 - 12/31/2003
NATIONWIDE PLANNING ASSOCIATES INC. (FAIR LAWN NJ)
NY
05/31/2001 - 11/12/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 12/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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