Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Fabrizio is a financial advisor with over 20 years of experience in the industry. Stephanie has a strong background in securities and investments, holding the Series 6, 7 and 63 licenses. Stephanie is currently registered with Morgan Stanley in Lawrenceville, New Jersey. Previously, she worked at E*TRADE Securities LLC, Charles Schwab & Co., Inc. and First Union Securities, Inc.. Stephanie provides financial planning, portfolio management for individuals, businesses, and investment companies, and asset allocation advice.
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.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NJ
09/05/2023 - Present
Morgan Stanley (Lawrenceville NJ)
NJ
01/28/2021 - 09/05/2023
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NJ
04/20/2015 - 01/25/2021
CHARLES SCHWAB & CO., INC. (Morristown NJ)
MO
10/01/2000 - 05/24/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
06/27/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 05/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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