Unclaimed
Steven Osterink is an Investment Advisor Representative at Advisory Alpha, LLC. Steven has been in the financial services industry since 1983. Steven is a Registered Investment Advisor in Michigan. Prior to joining Advisory Alpha, LLC, Steven was employed at Triad Advisors, LLC, American Portfolios Financial Services, Inc., SagePoint Financial, Inc., Raymond James Financial Services, Inc., Linsco/Private Ledger Corp., Investment Management & Research, Inc, FSC Securities Corporation, and Primus/Monetary Investment Company. Steven is a General Securities Representative and has passed the Uniform Combined State Law Examination. Steven specializes in investment advisory services for individuals, families, and businesses.
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
MI
10/05/2011 - Present
Advisory Alpha, LLC (HOLLAND MI)
MI
09/12/2013 - 10/17/2023
TRIAD ADVISORS LLC (Holland MI)
MI
10/29/2010 - 09/12/2013
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
MI
12/12/2005 - 11/02/2010
SAGEPOINT FINANCIAL, INC. (GRANDVILLE MI)
MI
06/01/2001 - 12/16/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (GRANDVILLE MI)
SC
12/22/1995 - 06/05/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
FL
11/28/1988 - 12/21/1995
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
GA
12/21/1984 - 12/06/1988
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
01/27/1983 - 01/09/1985
PRIMUS/MONETARY INVESTMENT COMPANY
BOTH
Issued 08/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1986
Series 24 - General Securities Principal Examination
BC
Issued 11/20/1981
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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