Unclaimed
Stephanie Hanayik is a financial professional with over 17 years of experience in the industry. Stephanie has a broad range of experience with firms such as PNC Investments, PNC Capital Markets LLC, Marshberry Capital, Inc., Valmark Securities, Inc., SFI Capital Group, LLC, and NatCity Investments, Inc. Stephanie is currently registered with PNC Investments and PNC Capital Markets LLC in Ohio.
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.
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.
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.
1
2
OH
11/27/2023 - Present
PNC Investments (CLEVELAND OH)
OH
04/05/2013 - 11/16/2018
MARSHBERRY CAPITAL, INC. (WOODMERE OH)
OH
09/07/2012 - 03/26/2013
VALMARK SECURITIES, INC. (CLEVELAND OH)
OH
10/08/2008 - 08/14/2012
SFI CAPITAL GROUP, LLC (CLEVELAND OH)
OH
09/08/2004 - 09/26/2008
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BOTH
Issued 02/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 12/19/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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