Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Beck is a financial advisor with over 30 years of experience in the industry. Steven has a wide range of experience working with clients across various financial needs. Steven holds the Series 6, 7, 63 and 65 licenses and is a registered representative with Osaic Wealth, Inc., a large firm headquartered in Scottsdale, AZ. Steven has a strong track record of providing clients with personalized financial planning, investment management and insurance services.
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
OK
02/22/2024 - Present
Osaic Wealth, Inc. (LAWTON OK)
OK
01/04/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LAWTON OK)
AR
04/23/2021 - 01/07/2022
ST. BERNARD FINANCIAL SERVICES, INC. (RUSSELLVILLE AR)
CO
07/08/2011 - 01/14/2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
MN
02/09/2010 - 07/11/2011
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MA
05/17/2004 - 01/05/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
OH
03/08/2000 - 04/16/2004
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MO
01/06/1997 - 01/06/2000
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
CA
02/27/1997 - 04/14/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MO
10/02/1996 - 01/06/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NA
02/02/1996 - 05/13/1996
MARKET STREET SECURITIES, INC.
MO
02/01/1996 - 02/23/1996
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
RI
01/04/1990 - 02/21/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
06/17/1988 - 11/15/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
03/23/1988 - 04/19/1988
PRUCO SECURITIES CORPORATION
IA
Issued 03/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1990
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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