Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan Nensala is a financial advisor with Wealthcare Advisory Partners LLC, based in Leander, TX. Stefan has over 15 years of experience in the financial services industry and is a Certified Financial Planner™. Stefan has been registered with the state of Texas as an Investment Advisor Representative since 2022. Stefan has previously worked for firms like Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Charles Schwab & Co., Inc., Chase Investment Services Corp., MetLife Securities Inc., Liberty Life Securities LLC, and Legg Mason Wood Walker, Incorporated.
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.
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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TX
01/28/2022 - Present
Wealthcare Advisory Partners LLC (Leander TX)
TX
07/08/2016 - 11/01/2021
WELLS FARGO CLEARING SERVICES, LLC (AUSTIN TX)
TX
05/06/2015 - 07/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTH AUSTIN TX)
TX
01/08/2010 - 04/17/2015
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
TX
12/22/2008 - 11/03/2009
CHASE INVESTMENT SERVICES CORP. (AUSTIN TX)
TX
07/18/2007 - 10/16/2008
METLIFE SECURITIES INC. (AUSTIN TX)
MD
06/02/2006 - 08/28/2007
LIBERTY LIFE SECURITIES LLC (COLUMBIA MD)
MD
01/10/2005 - 01/30/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 01/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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