Stephanie Slappendel-ModeanCRD Number: 6236299
Current Firm: Usi Advisors
Stephanie Slappendel-Modean (CRD# 6236299) is an Investment Advisor Representative working at Usi Advisors in Glastonbury, CT and has over 2 years of experience in the finance industry.
|Usi Advisors, Inc.||Glastonbury, CT||Mar 2014 - Current||2|
|Usi Consulting Group||Glastonbury, CT||Aug 2013 - Current||3|
|Dress For Success Hartford||Hartford, CT||Feb 2013 - Feb 2016||3|
|Big Y Supermarkets||Manchester, CT||Mar 2013 - Aug 2013||< 1|
|Gottier Investments||Windsor, CT||Mar 2013 - Aug 2013||< 1|
|C1000 Supermarket||Zevenhuizen,||Jun 2012 - Feb 2013||< 1|
|Kohl's Department Stores||Manchester, CT||Aug 2011 - Apr 2012||< 1|
|Ceres||Boston, MA||Jun 2011 - Aug 2011||< 1|
|J.c. Neu & Associates||Red Banks, NJ||Oct 2010 - Jun 2011||< 1|
|United Nations Assistance To The Khmer Rouge Trials||Manchester, CT||Oct 2010 - Feb 2011||< 1|
|None||Manchester, CT||May 2010 - Oct 2010||< 1|
|Massachusetts State House||Boston, MA||Jan 2010 - May 2010||< 1|
|Boston University School Of Law||Boston, MA||Aug 2009 - May 2010||< 1|
|None||Moerkapelle,||Jun 2009 - Aug 2009||< 1|
|De Vries Juristen B.v.||Woerden,||Jan 2005 - Jun 2009||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management8,356MILLIONS
Total Number of Accounts375ACCOUNTS
Average Account Value$22,283,081
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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