Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael Singer is a financial advisor at Osaic Wealth, Inc. Steven has been in the financial services industry since November 1988. Steven is registered with the state of Virginia as well as 12 other states, including Arizona, Colorado, District of Columbia, Florida, Maryland, Massachusetts, North Carolina, South Carolina, Tennessee and Virginia. Steven is also registered with FINRA and the state of Maryland. Steven holds the Series 6, Series 63 and SIE licenses. Steven has earned the designation of Certified Financial Planner. Steven has worked at several firms, including Lincoln National Life Insurance Company, Lincoln National Pension Insurance Company, and Lincoln Financial Advisors Corporation.
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
VA
01/24/2025 - Present
Osaic Wealth, Inc. (WOODBRIDGE VA)
IN
11/25/1988 - 05/26/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
11/25/1988 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 04/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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