Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefana? Claim Your ProfileStefana Stan is a registered representative with The Ayco Company, LP. Stefana has been in the industry since 2024 and holds a Series 66 license. Stefana is located in Washington, D.C., and works with high-net-worth individuals and charitable organizations. Stefana specializes in financial planning, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Stefana has previous work experience at Goldman Sachs and State Employee Federal Credit Union.
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.
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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DC
11/15/2024 - Present
THE Ayco Company, LP (WASHINGTON D.C. DC)
Active
Inactive
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