Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Lourmais is a financial advisor with Fidelity Brokerage Services LLC. Stephanie has been in the financial services industry for over 20 years and is registered with the state of South Carolina and Texas. Stephanie holds Series 7, 63 and 66 licenses. She has a strong background in helping individuals and families achieve their financial goals.
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
RI
08/30/2024 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
FL
09/09/2022 - 03/23/2023
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
CT
06/18/2020 - 09/14/2022
A.G.P. / ALLIANCE GLOBAL PARTNERS (WESTPORT CT)
NC
05/04/2012 - 06/13/2012
TRADEKING (CHARLOTTE NC)
FL
07/29/2011 - 03/27/2012
MORGAN STANLEY SMITH BARNEY (NORTH PALM BEACH FL)
NY
10/25/1999 - 02/10/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/03/1999 - 11/24/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 07/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/09/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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