Unclaimed
Stephanie Demuesy is a registered representative with MML Investors Services, LLC. Stephanie is a registered representative in multiple states. Stephanie has been in the industry since March 5, 1995. She specializes in offering portfolio management for individuals and businesses, financial planning, asset allocation programs, and pension consulting. Stephanie also offers educational seminars and assists clients with the selection of other advisors. She has worked with various clients including corporations, high-net-worth individuals, trusts, and retirement plans.
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.
Asset allocation programs
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.
Solicitors fees
1
2
OH
10/07/2021 - Present
MML Investors Services, LLC (Green OH)
OH
01/14/1999 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Green OH)
OH
01/14/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (AKRON OH)
CA
03/06/1995 - 01/29/1999
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
BC
Issued 05/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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