Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Gudka is a financial professional with over 30 years of experience in the industry. Stephanie currently works at Osaic Institutions, Inc. Previously, Stephanie has worked at CUSO FINANCIAL SERVICES, L.P., COUNTRYWIDE INVESTMENT SERVICES, INC., H&R BLOCK FINANCIAL ADVISORS, INC., IFMG SECURITIES, INC., LIBERTY SECURITIES CORPORATION, and FN INVESTMENT CENTER. Stephanie is registered to provide investment advice in 31 states and holds the Series 6, 7, 24, and 63 licenses as well as the SIE exam. Stephanie is a Certified Financial Planner.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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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2
CO
11/30/2023 - Present
Osaic Institutions, Inc. (Westminster CO)
CO
09/11/2008 - 11/29/2023
CUSO FINANCIAL SERVICES, L.P. (WESTMINSTER CO)
CO
03/20/2006 - 08/26/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (DENVER CO)
MI
06/24/2005 - 03/28/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
06/13/1994 - 07/01/2005
IFMG SECURITIES, INC. (PURCHASE NY)
NY
03/12/1993 - 09/13/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
CA
09/26/1990 - 04/15/1991
FN INVESTMENT CENTER (SACRAMENTO CA)
BC
Issued 11/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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