Unclaimed
Steven Glazer is a financial advisor who has been in the industry since April 1991. Steven is currently registered with Osaic Wealth, Inc. and is located in Chesterfield, Missouri. Steven has experience with a variety of financial products and services, including insurance, investments, and financial planning. Steven is dedicated to providing personalized financial advice to help clients reach their 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.
1
2
MO
01/19/2024 - Present
Osaic Wealth, Inc. (CHESTERFIELD MO)
MO
06/03/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
MO
04/02/1991 - 06/06/2016
MSI FINANCIAL SERVICES, INC. (ST. LOUIS MO)
MO
04/02/1991 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CHESTERFIELD MO)
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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