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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Jay Millman is a financial advisor currently registered with Osaic Wealth, INC. Steven has been working in the financial industry since 1990. Steven's career has included working with a number of firms such as Securities America, INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven's expertise encompasses a wide range of financial services including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
FOREST HILLS, NY
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (FOREST HILLS NY)
NY
04/28/2006 - 06/14/2024
SECURITIES AMERICA, INC. (FOREST HILLS NY)
NY
04/29/2002 - 05/23/2006
RYAN BECK & CO. (GREAT NECK NY)
NY
03/30/2001 - 05/20/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
03/05/1997 - 04/06/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
09/21/1995 - 01/23/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/08/1994 - 01/13/1995
EURO BROKERS MAXCOR INC. (NEW YORK NY)
NY
05/06/1992 - 07/06/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
05/22/1990 - 05/15/1992
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NA
09/30/1987 - 08/29/1988
TULLETT & TOKYO SECURITIES, INC.
BC
Issued 6/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/9/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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