Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gildar is an investment advisor representative with Osaic Wealth, Inc. Steven has been in the industry since 1992. Steven is registered with the state of Florida and has Series 6, 7, 63, 65 and 66 licenses. Steven also works for Woodbury Financial Services, Inc. Steven's practice focuses on offering financial planning services to individuals, businesses and institutions. Steven also provides pension consulting and educational seminars.
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
FL
01/19/2024 - Present
Osaic Wealth, Inc. (TAMPA FL)
FL
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TAMPA FL)
FL
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (TAMPA FL)
FL
09/10/2003 - 12/01/2006
USALLIANZ SECURITIES, INC. (TAMPA FL)
CA
10/29/2001 - 09/10/2003
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
NY
02/22/2001 - 10/26/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
10/05/1992 - 02/02/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 07/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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