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Stephen Michael Fedak

Global Financial Private Client

Sarasota, FL

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Current Employers
Global Financial Private Client

6000 Cattleridge Drive Suite 200, Sarasota, FL 34232 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-03-29
  • FL RA
    APPROVED
    Since 2018-03-29

Branch Locations

6000 Cattleridge Drive Suite 200, Sarasota, FL 34232 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Global Financial Advisory, Inc. Sarasota FL 07/2004 12/2017
Gf Investment Services, Llc Sarasota FL 08/2005 04/2019
Global Financial Private Client Sarasota FL 12/2007 04/2019
Global Financial Private Client Sarasota FL 01/2019 Present
J.W. Cole Financial, Inc. Tampa FL 04/2019 12/2022
  • 07/2004 → 12/2017
    Global Financial Advisory, Inc.
    Sarasota, FL
  • 08/2005 → 04/2019
    Gf Investment Services, Llc
    Sarasota, FL
  • 12/2007 → 04/2019
    Global Financial Private Client
    Sarasota, FL
  • 01/2019 → Present
    Global Financial Private Client
    Sarasota, FL
  • 04/2019 → 12/2022
    J.W. Cole Financial, Inc.
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-03-04
  • S63 Uniform Securities Agent State Law Examination
    1991-03-04
Designations

View on SEC IAPD

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Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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