Unclaimed
Stephanie Lisa Yacek is a registered representative with Pacific Select Distributors, LLC in Newport Beach, CA. Stephanie has been in the financial services industry since June 30, 2015. Stephanie holds the Series 6 and SIE licenses. Stephanie was previously registered with LINCOLN FINANCIAL DISTRIBUTORS, INC. in Concord, NH.
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.
1
2
CA
11/13/2017 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
NH
06/12/2014 - 10/24/2016
LINCOLN FINANCIAL DISTRIBUTORS, INC. (CONCORD NH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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