Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephany? Claim Your ProfileStephany Roa-beckett is a financial advisor with Fidelity Brokerage Services LLC. Stephany has been in the industry since 2001 and holds Series 7, 7TO, 63, 66, and SIE licenses. Stephany is registered in 53 states and the District of Columbia.
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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2
KY
12/01/2022 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
OH
02/20/2020 - 06/22/2020
LPL FINANCIAL LLC (WEST CHESTER OH)
MO
01/08/2018 - 02/23/2018
EDWARD JONES (ST. LOUIS MO)
KY
09/11/1996 - 05/09/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 12/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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