Unclaimed
Stephanie Lefkowitz is a financial professional with over 15 years of experience in the financial services industry. Stephanie currently works for Empower Financial Services, Inc. and is registered with FINRA. She is licensed to sell securities in several states. Stephanie holds the Series 6, 26, and 63 securities licenses as well as the SIE exam. Previously, Stephanie worked at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, 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.
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.
1
2
CO
03/09/2015 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
PA
01/01/2008 - 10/16/2014
FIDELITY BROKERAGE SERVICES LLC (WEST CONSHOHOCKEN PA)
TX
11/30/2005 - 01/04/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 12/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephanie Lefkowitz is the right advisor for you? Invested Better is here to help.