Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Grodko is an investment advisor representative with over 39 years of experience in the financial services industry. Steven is currently registered with Osaic Wealth, Inc. in New Jersey and has been registered with the firm since October 2024. Prior to joining Osaic Wealth, Steven worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Oppenheimer & Co. Inc., Fahnestock International Inc., Edward A. Viner & Co., Inc. and Walter Capital Corporation. Steven is licensed to provide investment advice in 20 states, including California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, and Wisconsin. Steven holds a Series 63, 65, 7, 24, and SIE licenses. Steven specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and institutions. Steven is a dedicated professional committed to providing his clients with the highest level of service and expertise.
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.
1
2
NJ
10/11/2024 - Present
Osaic Wealth, Inc. (TEANECK NJ)
NY
02/03/2011 - 12/23/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/12/1988 - 02/15/2011
OPPENHEIMER & CO. INC. (NEW YORK NY)
NA
04/01/1988 - 04/12/1988
FAHNESTOCK INTERNATIONAL INC.
NA
02/08/1985 - 04/01/1988
EDWARD A. VINER & CO., INC.
NA
06/26/1984 - 02/11/1985
WALTER CAPITAL CORPORATION
IA
Issued 06/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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