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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Kolodij is an Investment Advisor Representative associated with Cetera Investment Advisers LLC in Abington, PA. Stephen has been in the industry since May 2007 and has prior experience with VOYA FINANCIAL ADVISORS, INC. and MORGAN STANLEY & CO. INCORPORATED. Stephen holds Series 7, 31, and 66 securities licenses along with the SIE. Stephen is registered in Arizona, Florida, Louisiana, Maine, New Jersey, Pennsylvania, South Carolina, Texas, Utah, and Virginia.
Abington, PA
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.
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.
1
2
PA
01/12/2024 - Present
Cetera Investment Advisers LLC (Abington PA)
PA
06/24/2008 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Abington PA)
PA
04/10/2007 - 05/16/2008
MORGAN STANLEY & CO. INCORPORATED (PHILADELPHIA PA)
BOTH
Issued 4/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/10/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 4/9/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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