SD
Stacie P. Doyle
S2K FINANCIAL LLC
Orlando, FL 32822
Some features on this profile are disabled
CRD#: 2299748
SD
Professional summary
Stacie Porto Doyle, who also goes by Stacie Leigh Porto, is a registered financial professional currently at S2K FINANCIAL LLC located in Orlando, Florida.
Stacie is registered as a RR (Registered Representative) and started their career in finance in 2018. Stacie has worked at 1 firm and has passed the Series 63, Series 7TO, SIE and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Stacie Leigh Porto
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Stacie Porto Doyle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 11, 2018 - Present
S2K FINANCIAL LLC
Office #1: 5950 Hazeltine Drive Suite 305, Orlando, FL 32822BD
CRD#: 248786
Orlando, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/15/2022)
RR
Alaska(5/23/2019)
RR
Arizona(1/18/2019)
RR
Arkansas(2/15/2022)
RR
California(1/18/2019)
RR
Colorado(12/17/2018)
RR
Connecticut(2/15/2022)
RR
Delaware(2/15/2022)
RR
District of Columbia(2/15/2022)
RR
Florida(2/15/2022)
RR
Georgia(2/15/2022)
RR
Hawaii(1/18/2019)
RR
Idaho(1/18/2019)
RR
Illinois(2/15/2022)
RR
Indiana(5/16/2019)
RR
Iowa(2/15/2022)
RR
Kansas(5/16/2019)
RR
Kentucky(2/15/2022)
RR
Louisiana(2/15/2022)
RR
Maine(2/15/2022)
RR
Maryland(2/15/2022)
RR
Massachusetts(2/15/2022)
RR
Michigan(5/16/2019)
RR
Minnesota(2/15/2022)
RR
Mississippi(2/15/2022)
RR
Missouri(5/16/2019)
RR
Montana(2/15/2022)
RR
Nebraska(2/15/2022)
RR
Nevada(1/18/2019)
RR
New Hampshire(2/15/2022)
RR
New Jersey(2/15/2022)
RR
New Mexico(1/21/2021)
RR
New York(2/15/2022)
RR
North Carolina(2/15/2022)
RR
North Dakota(2/15/2022)
RR
Ohio(5/16/2019)
RR
Oklahoma(3/15/2021)
RR
Oregon(3/14/2019)
RR
Pennsylvania(2/15/2022)
RR
Puerto Rico(2/15/2022)
RR
Rhode Island(2/15/2022)
RR
South Carolina(2/15/2022)
RR
South Dakota(2/15/2022)
RR
Tennessee(2/15/2022)
RR
Texas(2/15/2022)
RR
Utah(1/18/2019)
RR
Vermont(2/15/2022)
RR
Virgin Islands(2/15/2022)
RR
Virginia(2/15/2022)
RR
Washington(3/14/2019)
RR
West Virginia(2/15/2022)
RR
Wisconsin(2/15/2022)
RR
Wyoming(2/15/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/11/2018
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SF
S2K FINANCIAL LLC
S2K FINANCIAL LLC
CRD#: 248786 / SEC#: , 8-69628
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
5950 Hazeltine Drive Suite 305, Orlando, FL 32822
Mailing Address
5950 Hazeltine Drive Suite 305, Orlando, FL 32822
Phone number
(646) 430-6745
Established
Delaware since 05/15/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
S2K FINANCIAL LLC
CRD#: 248786Orlando, FL 32822TRUST BUT VERIFY
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