Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephan? Claim Your ProfileStephan Vladimir Stojanovic is a financial advisor currently registered with Fisher Investments. Stephan has been in the financial industry for over a decade, previously working with TIAA-CREF Individual & Institutional Services, LLC, UBS Financial Services Inc., Ameriprise Financial Services, Inc., Salomon Smith Barney Inc., Citigroup Securities, Inc., Bull & Bear Securities, Inc., and Investor Service Center, Inc. Stephan is currently licensed in Texas and holds licenses including Series 7, Series 63 and Series 66.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/10/2020 - Present
Fisher Investments (PLANO TX)
TX
04/06/2011 - 01/24/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
NY
05/01/2008 - 04/23/2009
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
11/05/2007 - 04/11/2008
AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
12/18/1998 - 02/04/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/02/1996 - 12/18/1998
CITICORP SECURITIES, INC. (NEW YORK NY)
NY
02/17/1993 - 07/11/1994
BULL & BEAR SECURITIES, INC. (NEW YORK NY)
NY
07/16/1991 - 11/19/1993
INVESTOR SERVICE CENTER, INC. (ROCHESTER NY)
BC
Issued 04/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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