Steven Wayne Morse

Current Employers

Employment History

• 01/1986 → 10/2024
  Steven W Morse Inc
  Ann Arbor, MI
• 12/1995 → 10/2024
  Sigma Financial Corporation
  Ann Arbor, MI
• 10/2024 → Present
  Osaic Wealth
  Scottsdale, AZ
• 10/2024 → Present
  Osaic Advisory Services
  Atlanta, GA

Previous Registrations

• 2005-01-18 → 2024-10-28
  Spc
  Ann Arbor, MI
  Ann Arbor, MI

Other Businesses

1. STEVEN W. MORSE (SOLE PROPRIETOR): LICENSED AGENT FOR LIFE INSURANCE & FIXED ANNUITIES. 2. MEMBER LIBERTY OFFICE CENTER, LLC - COMMERCIAL REAL ESTATE 3. STEVEN MORSE & COMPANY POSITION: President NATURE: S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 01/02/1986 ADDRESS: 3680 W Liberty, Ann Arbor MI 48103, United States DESCRIPTION: Tax planning, tax preparation and financial planning services 4. STEVEN W MORSE POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/14/1996 ADDRESS: 3680 W Liberty, Ann Arbor MI 48103, United States DESCRIPTION: Licensed insurance agent - Life and Fixed Annuities 5. MORSE FAMILY LLC POSITION: LLC Member NATURE: Investor in commercial real estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/22/1994 ADDRESS: 3680 W Liberty, Ann Arbor MI 48103, United States DESCRIPTION: Passive LLC member in office building 6.STEVEN MORSE & COMPANY POSITION: President NATURE: S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 01/02/1986 ADDRESS: 3680 W Liberty, Ann Arbor MI 48103, United States DESCRIPTION: Tax planning, tax preparation and financial planning services

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-18
• S63 Uniform Securities Agent State Law Examination
  1989-11-01

Designations