Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Brown is a financial advisor with over 10 years of experience in the industry. Stephanie is currently registered with LPL Financial LLC in Oxford, Michigan and has a Series 6, 7, 63, and 65 license. Stephanie has previously worked with OSAIC INSTITUTIONS, INC. and ESSEX NATIONAL SECURITIES, LLC. Stephanie specializes in providing financial advice to individuals, corporations, and other businesses. She offers a range of services, including financial planning, portfolio management, and consulting. Stephanie's goal is to help her clients achieve their financial goals.
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
MI
02/01/2024 - Present
LPL Financial LLC (OXFORD MI)
MI
07/01/2016 - 01/31/2024
OSAIC INSTITUTIONS, INC. (Waterford MI)
MI
06/05/2013 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (OXFORD MI)
IA
Issued 09/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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