Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Patrick McCormick is a financial advisor with over 18 years of experience in the industry. Steven is currently registered with Osaic Wealth, Inc., a firm that manages over $94 billion in assets. Steven has a diverse background, having previously worked with Woodbury Financial Services, Inc., Questar Capital Corporation, Wescom Financial Services, Chase Investment Services Corp., and Wamu Investments, Inc. In addition to his role as a financial advisor, Steven is also an attorney and holds a power of attorney. Steven's experience and expertise make him well-equipped to provide a wide range of financial services to individuals 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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CA
01/19/2024 - Present
Osaic Wealth, Inc. (SIMI VALLEY CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SIMI VALLEY CA)
CA
10/28/2016 - 03/01/2019
QUESTAR CAPITAL CORPORATION (SIMI VALLEY CA)
CA
11/17/2009 - 11/01/2016
WESCOM FINANCIAL SERVICES (THOUSAND OAKS CA)
CA
05/02/2009 - 11/17/2009
CHASE INVESTMENT SERVICES CORP. (BURBANK CA)
CA
01/24/2007 - 05/02/2009
WAMU INVESTMENTS, INC. (BURBANK CA)
CA
11/10/2005 - 01/25/2007
CITICORP INVESTMENT SERVICES (BURLINGAME CA)
IA
Issued 03/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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