Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Stefanou has been in the financial services industry since 1993 and is currently registered with Steward Partners Investment Solutions, LLC. Patricia is a Series 7 and Series 63 licensed professional and has held previous positions with Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Kidder, Peabody & Co. Incorporated.
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.
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.
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2
MA
05/27/2022 - Present
Steward Partners Investment Solutions, LLC (BOSTON MA)
DC
04/27/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WASHINGTON DC)
MA
07/01/2003 - 04/28/2017
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
NY
10/09/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/26/1996 - 12/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/04/1993 - 03/01/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/21/1993 - 08/17/1993
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 06/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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