Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Kathryn Comeau is an experienced financial professional with over 15 years of experience in the industry. Stephanie has held positions at several firms, including Santander Securities LLC and LPL Financial LLC. Stephanie currently holds a Series 6, Series 63, and SIE license. Stephanie is registered with the state of Massachusetts and provides financial services through LPL Financial LLC.
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.
1
2
MA
07/23/2015 - Present
LPL Financial LLC (FRANKLIN MA)
MA
09/19/2012 - 11/17/2014
SANTANDER SECURITIES LLC (PLAINVILLE MA)
MA
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (PLAINVILLE MA)
MA
09/27/2004 - 05/27/2008
IFMG SECURITIES, INC. (PLAINVILLE MA)
BC
Issued 11/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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