Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Vincent Abbruzzese is a financial advisor with Osaic Wealth, Inc. Steven has been in the financial industry since 1980. Steven works with individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, corporations or other businesses, state or municipal government entities, and pooled investment vehicles. Steven is registered with FINRA and is licensed in Connecticut, New Jersey, New York, Pennsylvania, South Carolina, and Virginia. Steven has earned the following designations: Chartered Financial Consultant.
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
11/02/2018 - Present
Osaic Wealth, Inc. (LIVINGSTON NJ)
NJ
10/30/1980 - 11/02/2018
SIGNATOR INVESTORS, INC. (LIVINGSTON NJ)
MA
10/30/1980 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 04/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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