Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garth? Claim Your ProfileGarth Farrell Stefan is a financial advisor currently registered with Vanguard Advisers, Inc. Garth Stefan has been working in the financial services industry for over 7 years and has experience working with individual clients, businesses, and institutional investors. Garth Stefan provides financial planning, portfolio management, and other advisory services to clients in Maryland, North Carolina, Ohio, and Texas. Garth Stefan has been a financial advisor with Vanguard Advisers, Inc. since 2021. Before joining Vanguard Advisers, Inc., Garth Stefan worked at T. Rowe Price Investment Services, Inc. for over 6 years. Garth Stefan is a Series 6, Series 7, Series 24, Series 63, and Series 66 licensed financial advisor. Garth Stefan holds a Bachelor of Arts degree in Economics from Loyola College of Maryland. In addition to his work as a financial advisor, Garth Stefan is also an active tutor.
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.
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
NC
09/13/2021 - Present
Vanguard Advisers, Inc. (Charlotte NC)
MD
12/14/2015 - 08/30/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 04/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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