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Steven Craig Fincher

Osaic Wealth, Inc.

Cumming, GA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-06-14
  • GA RA
    APPROVED
    Since 2024-06-14

Branch Locations

315 Allen Street, Cumming, GA 30040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Benefit Group Cumming GA 02/2016 07/2020
Investacorp Inc Miami FL 03/2016 07/2020
Investacorp Advisory Services Miami FL 03/2016 07/2020
Securities America, Inc. Cumming GA 07/2020 06/2024
Securities America Advisors, Inc. Cumming GA 07/2020 06/2024
Osaic Wealth, Inc. Cumming GA 06/2024 Present
Osaic Wealth, Inc. Cumming GA 06/2024 Present
  • 02/2016 → 07/2020
    Financial Benefit Group
    Cumming, GA
  • 03/2016 → 07/2020
    Investacorp Inc
    Miami, FL
  • 03/2016 → 07/2020
    Investacorp Advisory Services
    Miami, FL
  • 07/2020 → 06/2024
    Securities America, Inc.
    Cumming, GA
  • 07/2020 → 06/2024
    Securities America Advisors, Inc.
    Cumming, GA
  • 06/2024 → Present
    Cumming, GA
  • 06/2024 → Present
    Cumming, GA
Previous Registrations
  • 2020-07-17 → 2024-06-14
    Securities America Advisors, Inc.
    Cumming, GA
  • 2016-03-18 → 2020-07-17
    Investacorp Advisory Services Inc
    Cumming, GA
  • 2009-10-29 → 2016-01-20
    Sandy Springs, GA
  • 2003-03-18 → 2008-12-31
    Sandy Springs, GA
    Atlanta, GA
Other Businesses

**WEALTH MANAGEMENT OUTFITTERS POSITION: Sales associate NATURE: The sale of insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2016 ADDRESS: 315 Allen Street, Cumming GA 30040 DESCRIPTION: I sell life and health insurance products to individuals and small companies. Products include life, health, disability, Long term care, Medicare Supplement and Prescription drug insurance plans, as well as, fixed and indexed annuities. **ATLANTA EVENT MERCHANDISING POSITION: Sales Associate NATURE: Sale of artist merchandise during shows at local arenas. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/1999 ADDRESS: 7329 White Flag Trail, Lithia Springs GA 30122 DESCRIPTION: Help family members sale t-shirts and other merchandise at shows being held in the Atlanta area. **HIGHLAND POINTE HOME OWNERS ASSOCIATION POSITION: Social Chairperson NATURE: Home Owners Association Board INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 3750 Club House Court, Marietta GA 30066 DESCRIPTION: Attend monthly homeowners meetings. Help plan social activities for the homeowners. **CHARLES D. BURNETT POSITION: fundraiser NATURE: Charitable foundation serving children with illnesses. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2008 ADDRESS: P.O. Box 943, Locust Grove GA 30248 DESCRIPTION: Help raise funds and help organize our annual fundraiser golf tournament.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-07-11
  • S63 Uniform Securities Agent State Law Examination
    1994-07-11

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