Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie McCurry is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Chalfont, Pennsylvania. Stephanie has been in the financial services industry since February 10, 1988. Stephanie is registered with FINRA as a Registered Representative, General Securities Representative and a Registered Investment Advisor. Stephanie is also a Certified Financial Planner. Stephanie's areas of specialization include retirement planning, college savings, and estate planning. Stephanie has a strong commitment to providing personalized financial advice to her clients.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PA
05/22/2023 - Present
Raymond James Financial Services Advisors, Inc. (Chalfont PA)
NJ
02/11/1988 - 04/26/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 02/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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