Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Leeann Demetrelis is a financial advisor currently registered with LPL Financial LLC. Stephanie has been working in the financial industry since August 28, 2019. In addition to her current role at LPL Financial LLC, Stephanie has previous experience working with Lincoln Financial Securities Corporation, Wells Fargo Clearing Services, LLC, and Lincoln Financial Distributors, Inc. Stephanie holds Series 63, 65, 7, 24, and SIE licenses. Stephanie is registered in 53 states and the District of Columbia for Broker Check and in one state for Investment Advisor. Stephanie is a North Carolina notary public.
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
05/16/2024 - Present
LPL Financial LLC (GREENSBORO NC)
NC
10/22/2021 - 05/16/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (GREENSBORO NC)
NC
12/23/2019 - 11/01/2021
WELLS FARGO CLEARING SERVICES, LLC (HIGH POINT NC)
NC
08/23/2019 - 12/16/2019
LINCOLN FINANCIAL DISTRIBUTORS, INC. (GREENSBORO NC)
IA
Issued 02/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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