Stephanie Chaplinski-Kane, financial advisor Harrisburg PA

Stephanie Chaplinski-Kane

CRD Number: 6284040
Current Firm: Santander Securities

Stephanie Chaplinski-Kane (CRD# 6284040) is an Investment Advisor Representative working at Santander Securities in Harrisburg, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Securities, LLC Dorchester, MA Feb 2023 - Current 1
Santander Bank, Na Boston, MA Jan 2020 - Current 4
Santander Securities, LLC Dorchester, MA Jan 2020 - Feb 2023 3
Cetera Investment Advisers LLC Harrisburg, PA Jan 2019 - Jan 2020 1
Cetera Investment Services LLC Harrisburg, PA Jan 2019 - Jan 2020 1
Frist National Bank Of Pa Harrisburg, PA Dec 2018 - Jan 2020 1
Lpl Financial LLC Carlisle, PA Feb 2018 - Nov 2018 < 1
Invest Financial Corporation Tampa, FL Nov 2017 - Feb 2018 < 1
Tdameritrade Inc. Harrisburg, PA Dec 2014 - Nov 2017 2
Stephanie Chaplinski-kane Carlisle, PA Dec 2002 - Dec 2015 13
The O. N. Equity Sales Company Cincinnati, OH Jan 2014 - Nov 2014 < 1
Paladin Financial Services Carlisle, PA Sep 2013 - Nov 2014 1
Ohio National Financial Services Cincinnati, OH Sep 2013 - Nov 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2015
S63 Uniform Securities State Law Examination Jul 2014
Contact Info for Stephanie Chaplinski-Kane
Phone Number: 866-736-6475
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,130
    MILLIONS
  • Total Number of Accounts
    9,813
    ACCOUNTS
  • Average Account Value
    $217,092
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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