Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefanie? Claim Your ProfileStefanie Cecile Boykin is a financial advisor with over 17 years of experience in the industry. Stefanie has held positions at several prominent firms, including Citigroup Global Markets Inc., Morgan Stanley, Lincoln Financial Advisors Corporation, and Infinex Investments, Inc. Stefanie is currently a registered representative with Davenport & Co. LLC and is licensed to provide financial advice in Virginia and Florida. Stefanie is a highly experienced professional who provides a range of financial services including financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and pension consulting.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
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2
VA
06/14/2019 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
10/05/2017 - 05/31/2019
MONEY CONCEPTS CAPITAL CORP (Williamsburg VA)
VA
05/01/2015 - 10/06/2017
INFINEX INVESTMENTS, INC. (WILLIAMSBURG VA)
VA
10/03/2014 - 05/08/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (NEWPORT NEWS VA)
VA
06/01/2009 - 11/14/2014
MORGAN STANLEY (NEWPORT NEWS VA)
NY
06/06/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 08/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2019
Series 24 - General Securities Principal Examination
BC
Issued 02/17/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/19/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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