Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Mushenheim is a financial advisor who has been working in the industry since 2007. She is currently registered with Key Investment Services LLC and has previously worked with Raymond James & Associates, Inc., KEYBANC CAPITAL MARKETS INC., and Fifth Third Securities, Inc. Stephanie holds several licenses and has passed a number of exams, including the Series 7, Series 6, Series 63, Series 66, Series 27, and Series 99TO. She is currently an active advisor with both Broker-Dealer and Investment Advisor licenses. Stephanie offers a range of financial services, including portfolio management for individuals and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
01/10/2020 - Present
KEY Investment Services LLC (BROOKLYN OH)
OH
10/24/2019 - 12/09/2019
RAYMOND JAMES & ASSOCIATES, INC. (MEDINA OH)
OH
07/01/2019 - 10/21/2019
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
OH
10/08/2012 - 10/21/2019
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
08/15/2008 - 08/31/2011
FIFTH THIRD SECURITIES, INC. (PARMA OH)
OH
12/12/2007 - 05/30/2008
CHASE INVESTMENT SERVICES CORP. (BRUNSWICK OH)
OH
05/18/2006 - 10/29/2007
CHASE INVESTMENT SERVICES CORP. (STRONGSVILLE OH)
BOTH
Issued 04/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2018
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Stephanie Mushenheim is the right advisor for you? Invested Better is here to help.
