Stephanie Serafin
Stephanie Serafin is a registered investment advisor at Cetera Investment Advisers LLC, based in Sanatoga, PA, with 5 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
55 Sunnybrook Road, Sanatoga, PA, 19464
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie works as an associate for Flagship Financial, handling new and existing business processing, facilitating trades, and documenting client interactions. This activity takes nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.Broker
State Registrations1 state
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