Stephen Serati
President at Millenia Investments Llc
Based in Chesterfield, United States
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Seniority
C-Team
Department
General Business & Management
Location
Chesterfield
Industry
Financial Services
Company size
10
Contact information
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s•••••••@milleniallc.com
Phone
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Background
About Stephen Serati
Loving Husband, Father, Nonno, and Basic Dude Stuff JourneymanExperienced Mergers & Acquisitions and Succession Planning SpecialistOsaic NextGen Council board memberOsaic SAI Leaders Forum honoreeOsaic SAI Pinnacle Club honoreeAccredited Investment Fiduciary (AIF)Wealth Management Specialist (WMS)Behavior Financial Advisor (BFA)Securities Principal (Series 24)Our financial services industry is undergoing profound change at an accelerating pace. As the saying goes, “If you don’t have a seat at the dinner table, you’re probably on the menu.”On behalf of our team at Millenia Investments LLC, we are proud to have partnered with the exceptional visionaries, industry leaders, and top executives of Osaic.With nearly affiliated independent financial professionals, Osaic is leading the industry in reimagining the present and future of what the world’s premier financial services organization can be.If you desire more from our industry and are passionate about wanting to shape its future, let's Connect. Disclosure: For a list of important disclosures, please visit our website at
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