Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Weisenstein is an investment advisor representative registered with Osaic Wealth, Inc. in Columbus, OH, since November 2018. Steven has been in the industry since December 1998. Steven has a Series 6 license and has passed the Securities Industry Essentials Examination. Prior to joining Osaic Wealth, Inc., Steven worked for Signator Investors, Inc., The Huntington Investment Company, and MetLife Securities Inc.
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
OH
11/02/2018 - Present
Osaic Wealth, Inc. (COLUMBUS OH)
OH
05/10/2012 - 11/02/2018
SIGNATOR INVESTORS, INC. (COLUMBUS OH)
OH
03/14/2008 - 03/02/2012
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
09/28/2006 - 01/11/2008
SIGNATOR INVESTORS, INC. (COLUMBUS OH)
OH
09/15/2005 - 08/09/2006
METLIFE SECURITIES INC. (DUBLIN OH)
OH
09/15/2005 - 08/09/2006
METROPOLITAN LIFE INSURANCE COMPANY (DUBLIN OH)
MA
06/01/1998 - 09/09/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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