Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Zane Oberman is a financial professional with over 35 years of experience in the industry. Steven is currently registered with Osaic Wealth, Inc. and holds a Series 7, 22, 24, 63, 79, and SIE licenses. Steven has previously worked with Securities America, Inc., Investcorp, Inc., Integrated Resources Equity Corporation, and FPC, Inc.. Steven provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Steven is passionate about helping his clients achieve their financial goals and is committed to providing personalized service.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (TAMARAC FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (TAMARAC FL)
FL
08/24/1988 - 07/17/2020
INVESTACORP, INC. (TAMARAC FL)
NA
06/01/1988 - 09/16/1988
INTEGRATED RESOURCES EQUITY CORPORATION
FL
01/03/1986 - 06/21/1988
FPC, INC. (BOCA RATON FL)
BC
Issued 01/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Oberman is the right advisor for you? Invested Better is here to help.
