Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Hafter-Lipford is a financial advisor at Truist Advisory Services, Inc. Stephanie has been in the industry since 2013 and holds Series 6, 7TO, 63 and 65 licenses. Stephanie is registered to provide investment advice in Florida and South Carolina. Stephanie specializes in portfolio management for individuals and businesses, financial planning, selection of other advisors, and publication of periodicals. Stephanie is a Board Member of the District Five Foundation, which raises money to support the local school district.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
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2
SC
05/19/2022 - Present
Truist Advisory Services, Inc. (CHAPIN SC)
SC
11/01/2013 - 05/17/2022
WELLS FARGO CLEARING SERVICES, LLC (COLUMBIA SC)
IA
Issued 06/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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