Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Fedak is a financial advisor registered with Global Financial Private Client in Sarasota, Florida. Stephen has been in the industry since 1991 and holds the Series 7, Series 24, and Series 63 licenses. Stephen is also a Certified Financial Planner and has extensive experience providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
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FL
03/29/2018 - Present
Global Financial Private Client (SARASOTA FL)
FL
04/16/2019 - 12/31/2022
J.W. COLE FINANCIAL, INC. (SARASOTA FL)
FL
08/05/2005 - 04/18/2019
G.F. INVESTMENT SERVICES, LLC (SARASOTA FL)
CA
05/02/2005 - 08/02/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
GA
02/24/2005 - 05/02/2005
G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)
MD
11/14/1994 - 07/19/2004
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
NJ
06/12/1991 - 09/09/1994
FIRST INVESTORS CORPORATION (EDISON NJ)
CO
02/08/1991 - 05/01/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 03/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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