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Stephanie Ethe

Your Choice Financial LLC

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About Stephanie Ethe

Stephanie Ethe is a financial advisor with Your Choice Financial LLC. Stephanie has been in the industry since 2015 and holds several licenses including Series 6, Series 7TO, Series 63, and Series 65. Stephanie has experience working with a variety of clients, including individuals, businesses, and insurance companies. Stephanie is also a registered Social Security Analyst and has a strong passion for helping clients optimize their retirement planning.

Firm Information

Stephanie Ethe is currently registered with Your Choice Financial LLC. Your Choice Financial LLC is a financial advisory firm that manages approximately $41.04 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals and businesses. They have 8 licensed agents and investment adviser representatives who serve 71 clients, primarily individuals other than high-net-worth.

$41.04M

Assets Under Management

Not reported

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Stephanie Ethe’s Registration & Firm History

FL

01/08/2023 - Present

Your Choice Financial LLC (ST. CLOUD FL)

NY

01/03/2023 - 11/20/2023

PURSHE KAPLAN STERLING INVESTMENTS (Commack NY)

NY

10/16/2019 - 12/21/2022

PRUCO SECURITIES, LLC. (Melville NY)

NY

03/15/2019 - 07/29/2019

MML INVESTORS SERVICES, LLC (Melville NY)

NY

01/02/2018 - 03/12/2019

GWN SECURITIES INC. (HAUPPAUGE NY)

NY

08/08/2015 - 01/09/2018

NYLIFE SECURITIES LLC (MELVILLE NY)

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Licenses & Designations

IA

Issued 05/14/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephanie Ethe.
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