Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Halycon? Claim Your ProfileHalycon Stephanie Washnieski is a financial professional with over 16 years of experience in the industry. Halycon currently works at LPL Financial LLC in Foley, Minnesota. Halycon is licensed to provide investment advice in Minnesota and North Dakota and has a Series 6, Series 63, and Series 65 licenses. Prior to joining LPL, Halycon worked at Investment Centers of America, Inc. Halycon also provides non-variable insurance services through Frandsen Investment Services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
11/29/2017 - Present
LPL Financial LLC (FOLEY MN)
MN
07/09/2015 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (FOLEY MN)
IA
Issued 03/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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