Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Bogden is a financial advisor currently working at EWA, LLC based in Pittsburgh, Pennsylvania. Stephanie has been in the industry for over 20 years and has experience working with clients of all types, from individuals to families, to high-net-worth individuals. Stephanie is committed to providing personalized financial advice and working with clients to develop a comprehensive financial plan to meet their goals. Stephanie holds a Series 65, 63, and 66. Stephanie is also a Series 7 and SIE licensed representative.
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.
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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2
PA
06/04/2022 - Present
EWA, LLC (PITTSBURGH PA)
PA
02/01/2022 - 05/12/2022
NEWEDGE SECURITIES, INC. (CANONSBURG PA)
PA
10/20/2017 - 02/08/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)
AZ
07/07/2008 - 01/12/2011
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
06/28/2006 - 06/10/2008
WACHOVIA SECURITIES, LLC (PHOENIX AZ)
MN
09/04/2002 - 07/24/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/04/2002 - 07/24/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/23/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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