Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Pasley is an Investment Advisor Representative at Osaic FA, Inc. with over 20 years of experience in the financial industry. Stephanie is a Series 6 licensed representative and holds the Securities Industry Essentials Examination (SIE) designation. Stephanie's firm, Osaic FA, Inc., provides financial planning, portfolio management, and retirement plan consulting services to individuals, families, and businesses. Osaic FA, Inc. has approximately 103,000 clients and $37.1 billion in assets under management.
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.
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.
Retirement plan consulting services provided on a limited basis.
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
OH
01/10/2022 - Present
Osaic FA, Inc. (COLUMBUS OH)
OH
08/30/2021 - 12/31/2021
LPL FINANCIAL LLC (COLUMBUS OH)
OH
12/05/2000 - 08/31/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (COLUMBUS OH)
IN
12/05/2000 - 06/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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