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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 Dolgos is a financial advisor at Edward Jones. Stephen has been in the industry since 2002 and is registered with FINRA and the state of Arizona. Stephen has experience working with individuals, businesses, and retirement plans. Stephen specializes in financial planning, portfolio management, and retirement planning. Stephen is committed to providing clients with personalized service and helping them achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
AZ
03/16/2015 - Present
Edward Jones (New River AZ)
AZ
07/13/2006 - 02/04/2015
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
CA
05/13/2005 - 07/03/2006
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
MN
05/13/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
SC
08/25/2004 - 04/13/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
05/14/2002 - 08/26/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/14/2002 - 08/26/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/09/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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