Stephanie CharitonenkoCRD Number: 4928264
Current Firm: Pathfinder Financial Services
Stephanie Charitonenko (CRD# 4928264) is an Investment Advisor Representative working at Pathfinder Financial Services in El Paso, TX and has over 16 years of experience in the finance industry.
Securities America Advisors, Inc.
Waddell & Reed
|Pathfinserv LLC||El Paso, TX||Aug 2017 - Current||3|
|Mrm Asset Allocation Group, Inc.||St. Louis, MO||Sep 2016 - Current||4|
|Royal Alliance Associates, Inc.||Texarkana, TX||Nov 2015 - Sep 2016||< 1|
|First Independent Advisory Services, Inc.||Tulsa, OK||Mar 2012 - Sep 2016||4|
|First Independent Financial Services, Inc.||Tulsa, OK||Mar 2012 - Nov 2015||3|
|H.d. Vest Advisory Services||Mayhill, NM||May 2008 - Mar 2012||3|
|Hd Vest Investment Services||El Paso, TX||Mar 2005 - Mar 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2005|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management35MILLIONS
Total Number of Accounts280ACCOUNTS
Average Account Value$126,042
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MO, NM, TX
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