Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Kidd is a financial advisor at LPL Financial LLC in Salisbury, NC. Stephanie has been a financial advisor for over two years and is registered to provide both investment and advisory services to clients. Stephanie is a registered representative with FINRA and is also registered as an Investment Advisor Representative in the state of North Carolina. Stephanie has earned the Series 66, Series 7TO and SIE licenses. Stephanie has a strong background in providing financial advice to individuals, corporations, and pension plans. She is committed to providing her clients with personalized financial advice and helping them 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.
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
NC
12/04/2023 - Present
LPL Financial LLC (SALISBURY NC)
BOTH
Issued 10/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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