Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Fralin is an Investment Advisor Representative at Commonwealth Financial Network, a firm with a presence in Roanoke, VA. Stephanie has been in the financial services industry since 1998 and is dedicated to providing clients with personalized financial planning and investment management solutions. Stephanie holds Series 63 and 66 licenses as well as Series 7 and SIE designations. Her experience spans multiple firms, including SunTrust Investment Services, Inc. and MML Investors Services, LLC. Stephanie's experience includes working with various clients, including individuals, high-net-worth individuals, businesses, and charitable organizations. She is committed to helping her clients achieve their financial goals.
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.
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2
VA
07/30/2018 - Present
Commonwealth Financial Network (Roanoke VA)
VA
07/30/2018 - 12/31/2021
COMMONWEALTH FINANCIAL NETWORK (Roanoke VA)
VA
03/25/2017 - 08/02/2018
MML INVESTORS SERVICES, LLC (ROANOKE VA)
VA
10/27/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROANOKE VA)
VA
05/26/2000 - 09/21/2015
SUNTRUST INVESTMENT SERVICES, INC. (ROANOKE VA)
VA
10/15/1998 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
BOTH
Issued 06/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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