Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Tonkin is an investment advisor representative with Osaic Wealth, Inc. Steven has over 40 years of experience in the financial services industry. Steven is a Certified Financial Planner™ and a Chartered Financial Consultant®. Steven is registered to provide investment advice in Arizona, California, Colorado, Florida, Kansas, Missouri, Nebraska, Texas, and Wisconsin. Steven is also a registered investment advisor in Nebraska. Steven has a diverse background in the financial services industry, having previously worked at Woodbury Financial Services, Inc., Questar Capital Corporation, and AXA Advisors, LLC. Steven is committed to providing his clients with personalized financial advice and helping them 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.
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2
NE
01/19/2024 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LINCOLN NE)
NE
03/12/2013 - 03/01/2019
QUESTAR CAPITAL CORPORATION (LINCOLN NE)
NE
08/01/2006 - 03/19/2013
WOODBURY FINANCIAL SERVICES, INC. (LINCOLN NE)
NE
10/20/1980 - 08/02/2006
AXA ADVISORS, LLC (LINCOLN NE)
NY
04/23/1979 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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