Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Fagenson is a registered representative with B. Riley Wealth Advisors, Inc. Stephanie has been in the industry since 1998 and has held previous positions at National Securities Corporation and Fagenson & Co., Inc.. Stephanie is a Series 7, 24, 55, 57, and 79 licensed professional and specializes in Financial Planning, Pension Consulting and portfolio management for businesses and individuals. Stephanie is registered in 14 states, including Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Nevada, New Jersey, New York, Pennsylvania, Texas, Virgin Islands, and Wyoming.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
12/19/2024 - Present
B. Riley Wealth Advisors, Inc. (New York NY)
NY
02/13/2012 - 07/22/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
05/07/2001 - 02/24/2012
FAGENSON & CO., INC. (NEW YORK NY)
NY
09/16/1998 - 07/18/2000
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 08/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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