Unclaimed
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 with over 30 years of experience in the financial services industry. Steven is currently registered with Osaic Wealth, Inc. and is licensed to offer financial advice in California, Florida, New Jersey, and New York. Steven has a deep understanding of the financial markets and a commitment to providing personalized financial advice to his clients.
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
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 06/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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