Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Zysk is an active investment advisor representative at Oppenheimer & Co. Inc. with over 18 years of experience in the financial industry. Stephanie has a broad range of experience, including working with Wells Fargo Clearing Services, LLC, and Morgan Stanley. Stephanie holds multiple licenses and designations and has passed a variety of securities industry exams, including the Series 7, Series 9, Series 10, Series 66 and the Securities Industry Essentials Examination. Stephanie is registered to provide investment advisory services in Pennsylvania and New York.
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.
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.
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.
1
2
PA
09/07/2023 - Present
Oppenheimer & Co. Inc. (DOYLESTOWN PA)
PA
03/12/2008 - 09/20/2023
WELLS FARGO CLEARING SERVICES, LLC (JENKINTOWN PA)
PA
04/02/2007 - 03/13/2008
MORGAN STANLEY & CO., INCORPORATED (BLUE BELL PA)
PA
10/28/2005 - 04/02/2007
MORGAN STANLEY DW INC. (BLUE BELL PA)
MN
06/30/2005 - 09/26/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/30/2005 - 09/26/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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