Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie O'Hara is a financial advisor with LPL Financial LLC. Stephanie has been in the financial services industry since 2002. Stephanie is licensed to sell securities in Arizona, California, Colorado, Florida, Illinois, Indiana, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Tennessee, Texas, Utah, Vermont, Virginia, and Wisconsin. Stephanie is also registered as an investment advisor representative in Illinois and Texas.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
10/20/2023 - Present
LPL Financial LLC (CHICAGO IL)
IL
03/25/2017 - 11/01/2023
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IL
07/17/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
07/02/2010 - 07/24/2015
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NC
12/21/2009 - 06/22/2010
INVEST FINANCIAL CORPORATION (WAYNESVILLE NC)
IL
02/27/2006 - 09/28/2009
METLIFE SECURITIES INC. (OAK BROOK IL)
IL
02/27/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DOWNERS GROVE IL)
NY
09/25/2000 - 10/12/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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