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Stephanie Charitonenko

Pathfinder Financial Services

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About Stephanie Charitonenko

Stephanie Charitonenko is an investment advisor representative with Pathfinder Financial Services. Stephanie has been working in the financial services industry since 2005. She is a registered investment advisor representative in Missouri, New Mexico and Texas. Stephanie holds the Series 6, 7 and 66 licenses, and the SIE exam. She is also an Enrolled Agent, a life, health and disability insurance agent, and a licensed real estate agent in Missouri. She is committed to providing clients with personalized financial advice and planning services.

Firm Information

Stephanie Charitonenko is currently registered with Pathfinder Financial Services. Pathfinder Financial Services is an independent financial advisory firm based in Minnesota. With over 62 million dollars in regulatory assets under management, the firm provides financial planning and portfolio management services to individuals and retirement plans.

$62.93M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephanie Charitonenko’s Registration & Firm History

TX

09/06/2017 - Present

Pathfinder Financial Services (EL PASO TX)

TX

11/06/2015 - 09/20/2016

ROYAL ALLIANCE ASSOCIATES, INC. (TEXARKANA TX)

TX

03/16/2012 - 11/20/2015

FIRST INDEPENDENT FINANCIAL SERVICES, INC. (ALLEN TX)

TX

08/28/2009 - 03/27/2012

H.D. VEST INVESTMENT SERVICES (FAIRVIEW TX)

TX

03/18/2005 - 08/26/2009

H.D. VEST INVESTMENT SERVICES (VAN ALSTYNE TX)

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Licenses & Designations

BOTH

Issued 06/03/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/17/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2005

Series 7 - General Securities Representative Examination

BC

Issued 03/17/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Stephanie Charitonenko. Review regulatory record here.
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