Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shefki? Claim Your ProfileShefki Vinca is an Investment Advisor Representative at Stonebridge Advisors LLC. Shefki has been in the industry since May 2011 and has been with Stonebridge Advisors LLC since April 2015. Shefki has a Series 65 license and specializes in providing investment advice to individuals, businesses, and investment companies. Shefki and the firm work with a diverse client base including endowments and foundations, insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, corporations or other businesses, and individuals other than high-net-worth.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CT
09/16/2015 - Present
Stonebridge Advisors LLC (WILTON CT)
IA
Issued 07/18/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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