Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen M. Virkler is a financial advisor with Geneos Wealth Management, Inc., a firm that serves individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. Stephen is registered in Delaware, Florida, Maryland, New Jersey, Pennsylvania and Virginia. The firm's main office is located in Englewood, Colorado.
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
PA
05/12/2017 - Present
Geneos Wealth Management, Inc. (DOUGLASSVILLE PA)
BOTH
Issued 05/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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