Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Birrell Luedke is a financial advisor with Neuberger Berman BD LLC. Stephanie has been in the financial industry since 2013 and is registered with FINRA and several states. Stephanie has a strong background in investment management, having worked with Citigroup Global Markets Inc. and Citi Private Advisory, LLC. Stephanie holds the Series 66, Series 7, and Series 24 licenses, and is a Chartered Financial Analyst (CFA). Stephanie is also a trustee of Ridgefield Academy and St. Lawrence University.
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.
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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.
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NY
03/16/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
CT
03/31/2017 - 06/17/2019
CITI PRIVATE ADVISORY, LLC (Stamford CT)
CT
07/22/2013 - 06/17/2019
CITIGROUP GLOBAL MARKETS INC. (Stamford CT)
BOTH
Issued 07/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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