Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Paul Hagemann is a financial advisor who has been in the industry since 1983. Steven is registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative and is also registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative. Steven currently works at Osaic Wealth, Inc., a firm that provides investment advice to individuals, businesses, and institutions. Prior to working at Osaic Wealth, Inc. Steven worked at Securities America, Inc. and VeraVest Investments, Inc. Steven is a Series 7, Series 6, Series 63, and Series 65 licensed professional. Steven is a licensed insurance agent. Steven offers a wide range of financial services, including investment management, financial planning, and insurance. Steven is committed to helping his clients achieve 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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (DALLAS TX)
TX
07/18/2003 - 06/14/2024
SECURITIES AMERICA, INC. (DALLAS TX)
MA
06/07/1983 - 07/30/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 11/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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