Stephanie C. Calderas
Professional summary
Stephanie C Calderas, who also goes by Stephanie Charitonenko, Stephanie C Church, is a registered financial advisor currently at PATHFINDER FINANCIAL SERVICES located in Summerfield, Florida.
Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Stephanie has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephanie C Calderas's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 6, 2017 - Present
PATHFINDER FINANCIAL SERVICES
October 6, 2016 - October 25, 2017
MRM GROUP
May 17, 2016 - September 20, 2016
OSAIC WEALTH, INC.
November 6, 2015 - September 20, 2016
OSAIC WEALTH, INC.
March 16, 2012 - September 15, 2016
FIRST INDEPENDENT ADVISORY SERVICES, INC.
March 16, 2012 - November 20, 2015
FIRST INDEPENDENT FINANCIAL SERVICES, INC.
August 28, 2009 - March 27, 2012
AVANTAX INVESTMENT SERVICES, INC.
August 26, 2009 - March 27, 2012
AVANTAX ADVISORY SERVICES
June 4, 2008 - August 26, 2009
AVANTAX ADVISORY SERVICES
March 18, 2005 - August 26, 2009
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/27/2025)
(10/25/2017)
(10/25/2017)
(9/6/2017)
Exams
Current Firm
PATHFINDER FINANCIAL SERVICES
CRD#: 289125 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 481 |
| AUM (Assets Under Management) | $ 78,562,549 |
Red Flags
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