Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen James Stasevich is an investment advisor representative associated with First Command Advisory Services. Stephen has been in the financial services industry since April 2023. Stephen is licensed in Alabama, Michigan, and Mississippi. Stephen has successfully passed the Series 7TO and SIE exams, as well as the Uniform Combined State Law Examination (Series 66). Stephen's firm, First Command Advisory Services, has assets under management ranging from $10 billion to $50 billion and focuses on providing financial planning and portfolio management services for individuals, corporations, and charitable organizations.
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.
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
TX
11/27/2023 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 10/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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