Unclaimed
Stephanie Marie Cronin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephanie has been in the industry since August 2024. Stephanie is currently registered with the state of New Jersey and has passed the Uniform Securities Agent State Law Examination and the Uniform Combined State Law Examination. Stephanie has previously worked at Citibank, Bank of America, Yelp and Verizon Wireless. Stephanie's firm offers a variety of services, including portfolio management for businesses and individuals, pension consulting, educational seminars, research reports and services, and selection of other advisors.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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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NJ
10/09/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PARAMUS NJ)
Active
Inactive
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