Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Quadros is an active investment advisor representative with LPL Financial LLC in Miami, FL. Stephanie has been in the industry since 2008. Previously, Stephanie was registered with CUNA BROKERAGE SERVICES, INC., MORGAN STANLEY, HSBC SECURITIES (USA) INC., WELLS FARGO ADVISORS, LLC, CITIGROUP GLOBAL MARKETS INC., and CITICORP INVESTMENT SERVICES. Stephanie holds Series 7, 9, 10, 66, and SIE licenses. Stephanie has been licensed in 53 states.
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.
Consulting and other non-discretionary advisory services
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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2
FL
05/19/2022 - Present
LPL Financial LLC (Miami FL)
FL
12/16/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Miami FL)
FL
10/06/2014 - 02/26/2019
MORGAN STANLEY (AVENTURA FL)
FL
09/09/2014 - 10/14/2014
HSBC SECURITIES (USA) INC. (MIAMI FL)
FL
01/09/2012 - 11/30/2012
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
05/29/2007 - 01/04/2012
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
06/19/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
FL
01/07/2006 - 05/03/2006
HSBC SECURITIES (USA) INC. (MIAMI BEACH FL)
BOTH
Issued 06/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/08/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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