Stephany M. Kirkpatrick
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Stephany Marie Kirkpatrick, CFP®, who also goes by Stephany Kikpatrick, Stephanie Marie Kirkpatrick, Stephany Yerger Kirkpatrick, Stephany Kirkpatrick, Stephanie M Yerger, Stephanie Marie Yerger, Stephany Marie Yerger, was a registered financial professional .
Stephany is a previously registered financial professional and started their career in finance in 2004. Stephany had worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 16, 2012 - June 7, 2018
LEARNVEST PLANNING SERVICES, LLC
November 18, 2010 - April 20, 2012
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
May 19, 2010 - April 19, 2012
PENSION ARCHITECTS ADVISORY GROUP, LLC
February 29, 2008 - November 17, 2010
NRP FINANCIAL, INC.
October 31, 2005 - April 2, 2008
OSAIC SERVICES, INC.
July 12, 2004 - October 31, 2005
SENTRA SECURITIES CORPORATION
State Registrations and Notice Filings
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Exams
Current Firm
LEARNVEST PLANNING SERVICES, LLC
CRD#: 162453 / SEC#: 801-76617
Contact information
Red Flags
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