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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie McCurdy is a financial advisor who has been in the industry since 1984. Stephanie McCurdy is currently registered with UBS Financial Services Inc. and holds Series 63, 65, 7 and SIE licenses. Stephanie McCurdy has previously been registered with MCDONALD INVESTMENTS INC. and THE OHIO COMPANY. Stephanie McCurdy is registered in 36 states and is active in both the Broker-Dealer and Investment Advisor industries. Stephanie McCurdy is also the treasurer and member of the board of directors for the Resurrecting Lives Foundation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
01/13/2025 - Present
UBS Financial Services Inc. (Columbus OH)
OH
06/04/1993 - 02/09/2007
MCDONALD INVESTMENTS INC. (COLUMBUS OH)
OH
10/25/1984 - 07/06/1993
THE OHIO COMPANY (CINCINNATI OH)
IA
Issued 08/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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