Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Ann Yoingco is a registered representative with MML Investors Services, LLC. She is also a registered investment advisor representative. Stephanie has been in the financial services industry since 2008. She has held various roles at several financial institutions, including Grove Point Investments, LLC, Citigroup Global Markets Inc., PNC Investments, and Ameriprise Financial Services, Inc. Stephanie holds Series 7 and Series 66 licenses. She also has a SIE license. Stephanie specializes in providing financial planning and asset allocation services to individuals, businesses, and pension plans.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MD
06/29/2023 - Present
MML Investors Services, LLC (ROCKVILLE MD)
MD
02/28/2017 - 05/31/2023
GROVE POINT INVESTMENTS, LLC (Rockville MD)
MD
08/10/2015 - 03/10/2017
CITIGROUP GLOBAL MARKETS INC. (ROCKVILLE MD)
MD
07/12/2010 - 08/11/2015
PNC INVESTMENTS (THURMONT MD)
MD
03/07/2008 - 07/09/2010
AMERIPRISE FINANCIAL SERVICES, INC. (GAITHERSBURG MD)
BOTH
Issued 03/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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