Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan Gronvold is a financial advisor registered with Newedge Advisors. Stefan has been working in the securities industry since September 2, 2012. Stefan is licensed in California and Maryland and holds FINRA Series 6, 7, 63, and 65 licenses and the SIE exam. Stefan has experience in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Stefan also provides investment advisory services.
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.
1
2
LA
10/14/2022 - Present
Newedge Advisors (NEW ORLEANS LA)
CA
07/17/2020 - 10/28/2022
SECURITIES AMERICA, INC. (MANHATTAN BEACH CA)
CA
03/30/2016 - 07/17/2020
INVESTACORP, INC. (MANHATTAN BEACH CA)
CA
09/03/2012 - 03/29/2016
PRUCO SECURITIES, LLC. (SHERMAN OAKS CA)
IA
Issued 10/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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