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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephan? Claim Your ProfileStephan MacHovina is a financial advisor at Raymond James & Associates, Inc. Stephan has been in the industry since 1990 and has a wide range of experience in providing financial planning, portfolio management, and investment advice. Stephan specializes in working with individuals, businesses, and institutions. Stephan is registered with the state of Ohio and holds Series 4, 6, 7, 9, 10, 31, and 63 securities licenses.
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.
Please see note in schedule d - miscellaneous
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
OH
05/06/2004 - Present
Raymond James & Associates, Inc. (WESTLAKE OH)
MO
08/12/1996 - 11/16/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
06/22/1994 - 08/16/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
08/15/1990 - 05/20/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/15/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 01/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/25/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/21/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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