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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 Mohyla is a financial advisor with over 28 years of experience in the financial services industry. Stephen is registered with Osaic Wealth, Inc. and has a broad range of experience in providing financial planning, investment management, and retirement planning services to individuals and families. Stephen has a strong commitment to helping clients achieve their financial goals. Stephen is also a certified financial planner.
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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VA
01/19/2024 - Present
Osaic Wealth, Inc. (FAIRFAX VA)
VA
11/30/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (FAIRFAX VA)
VA
02/28/2013 - 11/30/2016
CETERA ADVISOR NETWORKS LLC (FAIRFAX VA)
VA
01/03/2007 - 03/01/2013
WOODBURY FINANCIAL SERVICES, INC. (FAIRFAX VA)
VA
06/01/2005 - 01/11/2007
AXA ADVISORS, LLC (FAIRFAX VA)
NY
10/13/1994 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 08/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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