Stephanie Charitonenko, financial advisor El Paso TX

Stephanie Charitonenko

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Stephanie Charitonenko
Phone Number: (903) 436-0029
Registered State(s):
  • MO
  • NM
  • TX
Current Firm Details
Pathfinder Financial Services
Firm's CRD Number: 289125
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $126,042
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MO, NM, TX

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