Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Fraidstern is an active investment advisor representative and a registered representative with Osaic Wealth, Inc. based in Fort Lauderdale, FL. Steven has been working in the financial services industry since 1974. Steven holds multiple securities licenses including Series 7, 79, 63, and 65. Steven also holds the Chartered Financial Consultant designation. In addition to his current firm, Steven has also previously worked at Associated Investor Services, Inc. and Securities America, Inc. Steven works with individual and institutional clients including individuals, high net worth individuals, corporations and businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (FT. LAUDERDALE FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (FT. LAUDERDALE FL)
FL
01/30/1992 - 07/17/2020
INVESTACORP, INC. (FT. LAUDERDALE FL)
NY
04/10/1974 - 11/27/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 03/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative 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 03/30/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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