Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stoyan? Claim Your ProfileStoyan Petev is a financial professional with over 25 years of experience in the financial services industry. Stoyan is currently registered with Prosperity Capital Advisors and holds the Series 7, 24, 52, 53, 63 and 65 licenses. Stoyan has held previous positions at Mid-Continent Securities, LTD., Nationwide Investment Services Corporation, First Heartland Capital, Inc. and Centerre Capital LLC. Stoyan is also a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and a Chartered Financial Analyst (CFA). Stoyan specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
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
MO
01/08/2024 - Present
Prosperity Capital Advisors (St. Louis MO)
TX
03/20/2022 - 12/24/2023
MID-CONTINENT SECURITIES, LTD. (HOUSTON TX)
OH
09/11/2020 - 03/31/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
FL
05/24/1999 - 08/31/2020
FIRST HEARTLAND CAPITAL, INC. (ORLANDO FL)
MO
01/06/2011 - 12/31/2015
CENTERRE CAPITAL LLC (LAKE ST. LOUIS MO)
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 09/30/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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