Unclaimed
Stephanie Louise Medic is a financial professional with over 29 years of experience in the industry. Stephanie is currently registered with First Trust Portfolios LP, and has been with the firm since 1993. Stephanie is licensed to offer investment products in Illinois. Stephanie holds a Series 6, Series 26, and Series 63 licenses, as well as the SIE and Series 99TO exams.
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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IL
10/26/1993 - Present
First Trust Portfolios LP (WHEATON IL)
BC
Issued 11/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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