Stephanie PachecoCRD Number: 5921377
Current Firm: Citizens Securities, Inc.
Stephanie Pacheco (CRD# 5921377) is an Investment Advisor Representative working at Citizens Securities, Inc. in Deep River, CT and has over 6 years of experience in the finance industry.
Springboard Asset Management LLC
Sagepoint Financial, Inc.
Halsey Associates Inc.
|Citizens Securities, Inc.||Pawtucket, RI||Feb 2016 - Current||2|
|Citizens Investment Services||Riverside, RI||Jun 2014 - Jan 2016||1|
|Cco Investment Services||East Greenwich, RI||May 2011 - Jun 2014||3|
|Citizens Bank||Providence, RI||Jul 2002 - May 2011||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S65||NASAA Investment Advisors Law Examination||May 2013|
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV