Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Mink is a financial advisor with Valic Financial Advisors, Inc. located in Atlanta, GA. Stephen has been in the financial services industry since 2010 and has been with Valic Financial Advisors, Inc. since 2012. Stephen is registered to provide investment advisory services in Alabama, Florida, Georgia, Minnesota, North Carolina and South Carolina. Stephen holds the Series 6, 7, 63 and 65 licenses. Stephen also holds the SIE Exam. Stephen is a member of the Financial Industry Regulatory Authority (FINRA). Stephen has a history of working with SunTrust Investment Services, Inc. and Mutual of Omaha Investor Services, Inc. Stephen specializes in investment advisory services, financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
GA
05/06/2019 - Present
Valic Financial Advisors, Inc. (ATLANTA GA)
GA
03/13/2012 - 12/01/2016
VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
12/16/2010 - 03/12/2012
SUNTRUST INVESTMENT SERVICES, INC. (ROME GA)
GA
08/09/2010 - 09/29/2010
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (ATLANTA GA)
IA
Issued 06/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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