Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Ann Zysk is an active Registered Representative and Investment Advisor Representative. She is currently registered with Oppenheimer & Co. Inc. and previously held positions at Wells Fargo Clearing Services, LLC, Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Stephanie Ann Zysk is a licensed professional with extensive experience in the financial industry. She has held various roles and has been actively involved in the field since 2005. Stephanie Ann Zysk has a wide range of qualifications and experience, making her a valuable resource for individuals seeking financial guidance.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
09/07/2023 - Present
Oppenheimer & Co. Inc. (DOYLESTOWN PA)
PA
03/12/2008 - 09/20/2023
WELLS FARGO CLEARING SERVICES, LLC (JENKINTOWN PA)
PA
04/02/2007 - 03/13/2008
MORGAN STANLEY & CO., INCORPORATED (BLUE BELL PA)
PA
10/28/2005 - 04/02/2007
MORGAN STANLEY DW INC. (BLUE BELL PA)
MN
06/30/2005 - 09/26/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/30/2005 - 09/26/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 7/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/20/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 2/15/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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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