Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Dawn Spillman is a financial advisor with Stratos Wealth Partners, Ltd. She is a registered representative with the state of Ohio. Stephanie has been in the financial industry since 2009. She holds Series 6 and SIE licenses. Previously, Stephanie worked for LPL Financial LLC and The Huntington Investment Company. Stephanie is registered to provide financial planning services, pension consulting, educational seminars, and selection of other advisors. Her firm, Stratos Wealth Partners, Ltd. specializes in portfolio management for individuals and businesses. They are also registered to provide financial planning and pension consulting.
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.
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.
Percentage of assets under management with third party managers
1
2
OH
01/07/2019 - Present
Stratos Wealth Partners, Ltd. (Beachwood OH)
OH
07/01/2015 - 06/14/2018
LPL FINANCIAL LLC (BEACHWOOD OH)
OH
05/01/2013 - 10/16/2014
LPL FINANCIAL LLC (ZANESVILLE OH)
OH
07/30/2007 - 06/27/2012
THE HUNTINGTON INVESTMENT COMPANY (ZANESVILLE OH)
BC
Issued 06/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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