Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Elizabeth Keur is a registered investment advisor representative with Missionsquare Retirement. Stephanie has been in the financial services industry since February 8, 2017 and has a Series 66 license and a Series 65 license. Stephanie also has Series 7 and SIE licenses. Stephanie is registered in Connecticut, Delaware, Maine, Maryland, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, Vermont, and West Virginia. Stephanie has previously worked at Mutual of America Securities LLC, Mutual of America Life Insurance Company, and AXA Advisors, LLC. Stephanie is a graduate of the Rochester Institute of Technology and has a Masters in Educational Leadership from the University of Rochester Warner School. Stephanie has a strong focus on working with individuals, high net worth individuals, and insurance companies. Stephanie is committed 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.
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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NY
12/03/2024 - Present
Missionsquare Retirement (Honeoye Falls NY)
NY
06/27/2019 - 08/29/2023
MUTUAL OF AMERICA SECURITIES LLC (ROCHESTER NY)
NY
06/27/2019 - 11/11/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ROCHESTER NY)
NY
12/15/2016 - 05/01/2019
AXA ADVISORS, LLC (ROCHESTER NY)
IA
Issued 09/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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