Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart Viets is a financial advisor with over 40 years of experience in the financial services industry. Stewart has been with Osaic Wealth, Inc. since 2025 and is a CERTIFIED FINANCIAL PLANNER™. Stewart is registered in 29 states and holds multiple industry licenses, including Series 6, 7, 22, 62, and 63. He has experience in providing investment advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Stewart is dedicated to helping his clients achieve their financial goals and has a proven track record of success.
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
CA
01/24/2025 - Present
Osaic Wealth, Inc. (SAN FRANCISCO CA)
IN
10/25/2001 - 04/07/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
05/08/1980 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 01/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 10/17/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/29/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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