Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Parks is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephanie has been in the securities industry since December 2012 and has worked for Morgan Stanley and Bank of America, N.A. in addition to her current firm. Stephanie is licensed to conduct business in 43 states and is also licensed as an investment advisor in Texas and Florida. Stephanie holds a Series 66 license and Series 7 license. Stephanie has no designations and has reported 10 hours of involvement in O'Donnell Holdings, LLC. Stephanie's current firm has an AUM of over $1 trillion.
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.
1
2
FL
06/20/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DAYTONA BEACH FL)
FL
12/06/2012 - 07/11/2013
MORGAN STANLEY (ORMOND BEACH FL)
BOTH
Issued 02/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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