Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Elton is a financial advisor at Purshe Kaplan Sterling Investments in St. Louis Park, Minnesota. Stephanie has been in the financial services industry since 2016 and has a Series 6, Series 7, Series 63, and SIE license. Stephanie previously worked at LPL Financial LLC and Transamerica Capital, Inc.
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.
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2
MN
01/13/2023 - Present
Purshe Kaplan Sterling Investments (St. Louis Park MN)
MN
10/30/2020 - 06/10/2022
LPL FINANCIAL LLC (ST LOUIS PARK MN)
CO
06/12/2015 - 11/05/2020
TRANSAMERICA CAPITAL, INC. (DENVER CO)
BC
Issued 02/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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