Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefanie? Claim Your ProfileStefanie Crowe is an investment advisor representative with Equita Financial Network, Inc. Stefanie has been in the financial industry since 1993. Stefanie holds Series 6, 7, 63, and 66 licenses. Stefanie is also a Certified Financial Planner. Stefanie is the co-founder of The Jump Fund, an angel capital investment fund focusing on female-led ventures based in the Southeast. Stefanie is experienced in providing financial planning services to individuals and families, as well as portfolio management for individuals. Stefanie is also involved in providing financial planning and investment services to charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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.
1
2
PA
08/29/2023 - Present
Equita Financial Network, Inc. (FORT WASHINGTON PA)
TN
03/27/2001 - 10/11/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHATTANOOGA TN)
NA
01/21/1993 - 10/08/1993
PRUCO SECURITIES CORPORATION
IA
Issued 02/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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