Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Wilhusen is a financial advisor at Osaic Wealth, Inc. based in Northbrook, Illinois. Steven has over 24 years of experience in the financial services industry. Steven is registered with FINRA as a registered representative and holds Series 6, 7, 63, and 66 licenses. Steven also holds the Chartered Financial Consultant designation.
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
IL
01/19/2024 - Present
Osaic Wealth, Inc. (NORTHBROOK IL)
IL
02/19/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (NORTHBROOK IL)
IL
07/06/2005 - 02/22/2010
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
09/19/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
08/27/1999 - 10/03/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 03/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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