Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Consiglio is a financial advisor who has been in the industry for over 18 years. Steven is registered as a Registered Representative and Investment Advisor Representative in North Carolina and Virginia. Steven is currently affiliated with Osaic Wealth, Inc. Steven has experience in offering investment advice and financial planning services to both individuals and businesses. Steven is also a certified insurance agent offering life, ltc, disability and fixed annuity insurance products. Steven is committed to providing his clients with personalized financial advice and strategies that are tailored to their unique needs and 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.
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NC
11/02/2018 - Present
Osaic Wealth, Inc. (RALEIGH NC)
VA
10/20/2005 - 11/02/2018
SIGNATOR INVESTORS, INC. (HENRICO VA)
IA
Issued 09/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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