Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefanie? Claim Your ProfileStefanie Lynn evenden Flohr is a financial advisor with over 20 years of experience in the financial industry. Stefanie is currently registered with LPL Financial LLC, where she provides investment advisory services to individuals, businesses, and retirement plans. Previously, Stefanie worked with CUNA Brokerage Services, Inc., Cetera Investment Services LLC, NFP Advisor Services, LLC, and Valmark Securities, Inc. Stefanie is a licensed securities professional, holding Series 6, 7, and 66 licenses. In addition to her experience and credentials, Stefanie is dedicated to providing her clients with personalized financial advice and guidance.
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
FL
05/19/2022 - Present
LPL Financial LLC (ALTAMONTE SPRINGS FL)
FL
04/20/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (LAKE MARY FL)
FL
01/23/2018 - 04/03/2018
LPL FINANCIAL LLC (GAINESVILLE FL)
FL
12/14/2015 - 10/10/2017
CETERA INVESTMENT SERVICES LLC (PALM HARBOR FL)
FL
07/18/2014 - 12/18/2015
NFP ADVISOR SERVICES, LLC (TAMPA FL)
OH
11/03/2008 - 07/14/2014
VALMARK SECURITIES, INC. (AKRON OH)
FL
11/30/2007 - 09/18/2008
TOWER SQUARE SECURITIES, INC. (TALLAHASSEE FL)
FL
11/11/2003 - 07/25/2006
CUNA BROKERAGE SERVICES, INC. (WEST PALM BEACH FL)
IA
05/24/2001 - 09/02/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
BOTH
Issued 12/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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