Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan Andrews has been in the financial industry since 2014. Stefan is a registered representative of Osaic FA, Inc. and offers a variety of financial services including retirement planning, financial planning, and portfolio management for individuals and businesses. Stefan is licensed in several states and has the Series 66, Series 7 and Series 24 securities licenses. Stefan also holds a SIE certification. Before joining Osaic FA, Inc., Stefan was previously employed with First Command Brokerage Services, Inc. Stefan has also held positions with First Command Financial Planning, Inc., First Command Insurance Services, Inc. and First Command Advisory Services. Stefan also offers consulting services to businesses through his own company, Andy's Automotive & Truck Services, LLC and is an insurance agent. Stefan is dedicated to helping clients reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/19/2022 - Present
Osaic FA, Inc. (NAPLES FL)
FL
04/29/2014 - 12/21/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (Bonita Beach FL)
BOTH
Issued 07/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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