Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Wayne Morse is an investment advisor representative with Osaic Advisory Services, LLC. Steven has been working in the financial industry since December 1989. He is a Certified Financial Planner and holds a Series 6, 62, 63, and 65 licenses. Steven also holds SIE certification. Steven has been registered with Osaic Advisory Services, LLC since October 2024 and previously worked with SIGMA FINANCIAL CORPORATION. He is registered as an investment advisor representative in Michigan and Texas and also holds investment advisor representative licenses in California, Connecticut, Florida, Georgia, Illinois, Iowa, Michigan, Missouri, New Mexico, North Carolina, Ohio, South Carolina, Texas, Utah, Virginia, Washington and Wisconsin. Steven specializes in financial planning, portfolio management, and pension consulting.
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
MI
10/28/2024 - Present
Osaic Advisory Services, LLC (Ann Arbor MI)
NA
12/21/1995 - 01/12/1996
SIGMA FINANCIAL CORPORATION
CA
02/15/1991 - 01/11/1996
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
MA
11/08/1989 - 12/31/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
Issued 01/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2012
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/01/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Steven Morse is the right advisor for you? Invested Better is here to help.
