Unclaimed
Stephen Derengowski is a financial advisor with SCF Investment Advisors, Inc. Stephen is a registered investment advisor representative in Georgia. Stephen has over 8 years of experience in the financial services industry. Stephen has been with SCF Investment Advisors, Inc. since April 2022. Prior to that, Stephen worked for several other firms, including Primerica Financial Services, SunTrust Investment Services, FSC Securities Corporation, and E*TRADE SECURITIES LLC. Stephen's experience spans multiple areas of the financial services industry, including portfolio management for individuals, businesses and investment companies. Stephen is also a registered investment advisor representative in Georgia.
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.
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2
CA
04/13/2022 - Present
SCF Investment Advisors, Inc. (SAN DIEGO CA)
GA
01/25/2022 - 03/01/2022
PFS INVESTMENTS INC. (DULUTH GA)
NE
04/08/2021 - 09/21/2021
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
04/08/2021 - 09/21/2021
TRIAD ADVISORS LLC (ATLANTA GA)
GA
07/31/2018 - 09/21/2021
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
07/31/2018 - 09/21/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
07/31/2018 - 09/21/2021
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
07/31/2018 - 09/21/2021
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
04/07/2015 - 06/29/2018
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
03/11/2014 - 01/06/2015
E*TRADE SECURITIES LLC (ALPHARETTA GA)
IA
Issued 05/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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