Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Shankland Lord is a financial professional with over 20 years of experience in the industry. Stephanie is currently registered with Loomis Sayles Distributors, LP in Massachusetts and is licensed to sell securities in multiple states. Stephanie holds a Series 7, Series 63, and Series 65 license. She is also a Registered Representative of FINRA. Stephanie has extensive experience in the financial services industry and is committed to providing her clients with personalized advice and 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.
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.
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MA
07/25/2002 - Present
Loomis Sayles Distributors, LP (BOSTON MA)
BC
Issued 10/22/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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