Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Richard Ogorman is an investment advisor representative associated with Osaic Wealth, Inc. based in Cherry Hill, NJ. Steven has been in the industry since 1990. Steven is registered in 16 states and holds several licenses, including Series 6, 7, 26, 63 and 65. Steven works with a diverse range of clients including individuals, businesses, charities, and pension plans. Osaic Wealth, Inc. is a large firm with over 437,000 clients and assets under management exceeding $94 billion. Osaic Wealth, Inc. offers a variety of advisory services including financial planning, pension consulting, portfolio management, and education seminars.
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
NJ
04/27/2017 - Present
Osaic Wealth, Inc. (CHERRY HILL NJ)
NY
06/30/2000 - 12/02/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
GA
05/31/1990 - 07/05/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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