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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan Cherneski is a financial advisor based in Littleton, Colorado. Stefan has been in the industry since 2014 and holds a Series 6, 7, 63, and 65 license. Stefan is currently registered with TLG Advisors, Inc. and has previous experience with The Leaders Group, Inc. and VOYA Financial Advisors, Inc. Stefan's focus is on portfolio management for individuals, businesses, and pooled investment vehicles. Stefan also provides financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
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.
Placement of institutional funds
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.
1
2
CO
05/24/2023 - Present
TLG Advisors, Inc. (LITTLETON CO)
CO
10/22/2015 - 12/31/2015
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
10/02/2014 - 10/12/2015
VOYA FINANCIAL ADVISORS, INC. (FARMINGTON CT)
IA
Issued 06/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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