Stephanie Loeffel (CRD# 4455227) is an Investment Advisor Representative working at Ascend Financial in Scituate, MA and has 1 year of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ascend Financial LLC | Scituate, MA | Oct 2022 - Current | 1 |
| Scituate Community Christmas | Scituate, MA | Oct 2019 - Current | 4 |
| Math Tutor | Scituate, MA | Jan 2015 - Current | 9 |
| Mdonovan Financial | Rockland, MA | Oct 2019 - Aug 2022 | 2 |
| Gates Parent Teacher Organization | Scituate, MA | Sep 2018 - Jun 2022 | 3 |
| Boston University Center For Professional Education | Boston, MA | Jun 2017 - Jul 2019 | 2 |
| Jenkins Parent Teacher Organization | Scituate, MA | Sep 2015 - Jun 2019 | 3 |
| Girls On The Run Of Northwest Illinois | Crystal Lake, IL | Jan 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- MA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$314,199
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.