Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Sell is a financial advisor with over 30 years of experience. Steven is registered in 15 states. Steven is a principal at Osaic Wealth, Inc. and has previously been registered with SAGEPOINT FINANCIAL, INC., SPECTRUM CAPITAL, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., ROBERT THOMAS SECURITIES, INC, SECURITIES AMERICA, INC., and INVESTORS FIRST SECURITIES, LTD. and LINSCO/PRIVATE LEDGER CORP.. Steven's background includes experience in providing financial planning, portfolio management, and pension consulting. Steven is a Series 6, 7, 24, 63, and 66 licensed professional. Steven is licensed to provide investment advice in Nebraska, Missouri, and Iowa. Steven has an extensive background working with individuals, corporations, and other businesses, charities, and high-net-worth individuals. Steven provides investment advice and financial planning services to clients in Arizona, California, Colorado, Florida, Iowa, Kansas, Kentucky, Missouri, Nebraska, North Carolina, Pennsylvania, and South Carolina. Steven has a focus on working with individuals, businesses, charities, and high-net-worth individuals. Steven's experience includes working with clients in a variety of financial situations, including those who are saving for retirement, college, or other financial goals.
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
NE
09/01/2023 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
07/06/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (OMAHA NE)
NE
10/10/2003 - 07/06/2011
SPECTRUM CAPITAL, INC. (OMAHA NE)
FL
01/04/1999 - 09/18/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
09/10/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NE
04/08/1996 - 10/27/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
09/02/1993 - 04/12/1996
INVESTORS FIRST SECURITIES, LTD. (OMAHA NE)
SC
06/26/1990 - 09/09/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 01/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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