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Alexander Michael Stefanic

Investment Adviser Representative at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Glen Allen, VACRD #8197303Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Alexander Michael Stefanic has worked in the securities industry since 2026. They are registered to provide investment advisory services in Virginia.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Virginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/24/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 3/4/2026
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/17/2026
SIE
Securities Industry Essentials Examination
Passed 1/23/2026

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Mutual OF Omaha Investor Services, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.Current
3/24/2026Glen Allen, VA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexander Michael Stefanic has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Alexander Michael Stefanic - Financial Advisor in Glen Allen, VA | AdvisorFinder