Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Joseph Hipsley is a financial professional with over 28 years of experience in the financial services industry. Steven currently works at Osaic Wealth, Inc. in Scottsdale, Arizona. Steven has held various positions at multiple financial institutions, including American Funds Distributors, Inc. and PPI Employee Benefits Corporation. Steven holds Series 6, 7, 26, and 63 licenses and is a Certified Financial Planner.
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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AZ
01/27/2025 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
CA
09/26/2000 - 03/06/2009
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
CT
10/28/1994 - 03/05/1999
PPI EMPLOYEE BENEFITS CORPORATION (MIDDLETOWN CT)
MA
02/09/1993 - 10/07/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/09/1993 - 10/07/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 05/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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