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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 Pokorny is an investment advisor representative at Cabana Asset Management. Stephen has over 25 years of experience in the financial services industry. Stephen is a registered investment advisor in Texas. Stephen has a strong background in financial planning and portfolio management. Stephen has worked with clients of all sizes, including high-net-worth individuals, families, businesses, and retirement plans. Stephen is committed to providing his clients with personalized financial advice and investment solutions tailored to their specific needs and 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other advisers
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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TX
03/22/2022 - Present
Cabana Asset Management (Plano TX)
TX
01/23/2006 - 10/01/2012
STERNE, AGEE & LEACH, INC. (DALLAS TX)
TX
05/05/2004 - 01/20/2006
SOUTHWEST SECURITIES, INC. (DALLAS TX)
PA
11/09/1993 - 06/03/2004
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
IA
Issued 11/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 11/26/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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