Stephen Fedak (CRD# 2124519) is an Investment Advisor Representative working at Global Financial Private Client in Sarasota, FL and has over 33 years of experience in the finance industry. Stephen Fedak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Financial, Inc. | Tampa, FL | Apr 2019 - Current | 5 |
| Global Financial Private Client | Sarasota, FL | Jan 2019 - Current | 5 |
| Global Financial Private Capital, LLC | Sarasota, FL | Dec 2007 - Apr 2019 | 11 |
| Gf Investment Services, LLC | Sarasota, FL | Aug 2005 - Apr 2019 | 13 |
| Global Financial Advisory, Inc. | Sarasota, FL | Jul 2004 - Dec 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1991 |
- FL
-
Total Assets Under Management516MILLIONS
-
Total Number of Accounts961ACCOUNTS
-
Average Account Value$536,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NC, NH, TX
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