Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Michelle Patton is a financial professional with over 20 years of experience in the industry. Stephanie is currently registered with Cetera Investment Advisers LLC and has been with them since June 2023. Stephanie previously worked with U.S. BANCORP INVESTMENTS, INC. and Fifth Third Securities, Inc., amongst others. Stephanie has a Series 66 and a Series 7 license and specializes in retirement planning, estate planning, insurance, and investments.
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.
A percentage of the total value of assets under management is charged.
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2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (DELPHOS OH)
OH
08/10/2011 - 03/19/2021
U.S. BANCORP INVESTMENTS, INC. (DELPHOS OH)
OH
07/10/2007 - 08/05/2011
FIFTH THIRD SECURITIES, INC. (WAPAKONETA OH)
OH
07/06/2005 - 06/27/2007
CHASE INVESTMENT SERVICES CORP. (LIMA OH)
IL
12/15/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 05/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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