Unclaimed
Stephanie Jaclyn Mahon is a financial advisor with Parnassus Funds Distributor, LLC in San Francisco, CA. Stephanie has been in the industry since April 4, 2012 and is registered to sell securities in California. She holds the Series 7 and Series 63 licenses.
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
CA
04/05/2012 - Present
Parnassus Funds Distributor, LLC (San Francisco CA)
BC
Issued 01/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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