Stephanie Ethe (CRD# 6524876) is an Investment Advisor Representative working at Your Choice Financial LLC in Saint Cloud, FL and has over 8 years of experience in the finance industry.
CRD# 5855622
Financial Harvest Wealth Advisors
CRD# 1009942
Ubs Financial Services Inc.
CRD# 4845592
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Your Choice Financial LLC | St Cloud, FL | Feb 2022 - Current | 2 |
| Quality Life Solutions, Inc. | Commack, NY | Dec 2011 - Current | 12 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2023 - Nov 2023 | < 1 |
| Prudential Insurance Company Of America | Melville, NY | Oct 2019 - Jan 2023 | 3 |
| Pruco Securities | Melville, NY | Oct 2019 - Dec 2022 | 3 |
| Mml Investors | Melville, NY | Mar 2019 - Jul 2019 | < 1 |
| Massmutual Life Insurance Company | Melville, NY | Feb 2019 - Jul 2019 | < 1 |
| Gwn Securities | Hauppauge, NY | Jan 2018 - Mar 2019 | 1 |
| New York Life | Melville, NY | Jul 2015 - Dec 2018 | 3 |
| New York Life Insurance Company | Melville, NY | Jul 2015 - Jan 2018 | 2 |
| Genworth | Lynchburg, NY | Jul 2006 - Jun 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- NY
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts119ACCOUNTS
-
Average Account Value$344,853
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, FL, NV, NY, TX, WI
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