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 Meket is a registered Investment Advisor Representative with Wise Wealth Management, LLC. Stephanie has been in the financial industry since 1992. She is licensed in New York. Stephanie has a Series 7 and Series 66 license and is a member of FINRA. Stephanie specializes in Portfolio Management for Individuals and Financial Planning. She is affiliated with Wise Wealth Management since December 2004. Stephanie has been previously associated with various financial firms, including Raymond James Financial Services, Inc., Prudential Securities Incorporated, Lehman Brothers Inc., Nathan & Lewis Securities, Inc. and Christopher Street Financial, Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Estate- and tax-planning coordination
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
NY
03/01/2021 - Present
Wise Wealth Management, LLC (NEW YORK NY)
NY
05/31/2005 - 09/26/2006
PURSHE KAPLAN STERLING INVESTMENTS (NEW YORK NY)
FL
04/01/2002 - 06/02/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
01/02/2002 - 04/12/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
05/18/2001 - 12/31/2001
CHRISTOPHER STREET FINANCIAL, INC. (NEW YORK NY)
NA
06/21/1993 - 11/19/1993
BEAR, STEARNS & CO. INC.
NA
05/11/1992 - 04/23/1993
PRUDENTIAL SECURITIES INCORPORATED
NA
02/21/1992 - 05/29/1992
LEHMAN BROTHERS INC.
BOTH
Issued 02/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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