Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Chaplinski-Kane is a financial professional with over 20 years of experience in the financial services industry. Stephanie is currently registered with Santander Securities LLC, and has held previous positions with CETERA Investment Services LLC, LPL Financial LLC, and TD Ameritrade, Inc.. Stephanie has a broad range of experience, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Stephanie is dedicated to providing her clients with personalized financial advice and guidance to help them 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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
01/09/2020 - Present
Santander Securities LLC (Mechanicsburg PA)
PA
01/24/2019 - 01/03/2020
CETERA INVESTMENT SERVICES LLC (HARRISBURG PA)
PA
02/14/2018 - 12/06/2018
LPL FINANCIAL LLC (CARLISLE PA)
PA
11/13/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (CARLISLE PA)
PA
05/27/2015 - 11/20/2017
TD AMERITRADE, INC. (HARRISBURG PA)
PA
06/03/2014 - 12/09/2014
THE O.N. EQUITY SALES COMPANY (CARLISLE PA)
BOTH
Issued 07/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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