Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Stano is a financial advisor with over 20 years of experience in the financial services industry. Stephanie is currently registered with LPL Financial LLC in Denver, Colorado and is also registered in Texas. Previously, Stephanie worked at Lockton Financial Advisors, LLC, AIG Financial Advisors, Inc., Princor Financial Services Corporation, and Charles Schwab & Co., Inc. Stephanie specializes in providing financial advice to individuals, families, and businesses. Stephanie holds several industry licenses, including Series 7 and Series 66, as well as the SIE exam. Stephanie also holds the Series 63 license. Stephanie has a strong track record of success in helping clients achieve their financial goals.
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.
1
2
CO
07/08/2024 - Present
LPL Financial LLC (DENVER CO)
CO
07/01/2008 - 07/01/2013
LOCKTON FINANCIAL ADVISORS, LLC (DENVER CO)
CO
06/22/2006 - 07/02/2008
AIG FINANCIAL ADVISORS, INC. (DENVER CO)
CO
05/09/2005 - 05/15/2006
PRINCOR FINANCIAL SERVICES CORPORATION (DENVER CO)
TX
07/25/2000 - 01/19/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 06/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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