Stephanie A. Vinat
Professional summary
Stephanie Ann Vinat, who also goes by Stephanie VInat Hickey, Stephanie Vinat, is a registered financial professional currently at CNL SECURITIES CORP. located in Orlando, Florida.
Stephanie is registered as a RR (Registered Representative) and started their career in finance in 2008. Stephanie has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Stephanie Ann Vinat's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 19, 2023 - Present
CNL SECURITIES CORP.
Office #1: 450 South Orange Avenue Suite 1300, Orlando, FL 32801August 1, 2011 - July 7, 2017
FS INVESTMENT SOLUTIONS, LLC
August 19, 2008 - July 27, 2011
CNL SECURITIES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/31/2023)
(11/25/2024)
(7/28/2023)
(7/28/2023)
(6/25/2025)
(7/28/2023)
(7/28/2023)
(6/25/2025)
(7/28/2023)
(6/25/2025)
(6/25/2025)
(7/28/2023)
(7/28/2023)
Exams
Series 7TO
Date: 7/19/2023
General Securities Representative ExaminationFINRA
Current Firm
CNL SECURITIES CORP.
CRD#: 10356 / SEC#: , 8-26901
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CNL FINANCIAL GROUP, INC. | PARENT COMPANY OF CNL SECURITIES CORP. | |
| BOYCE, KATHLEEN ANNE | CHIEF COMPLIANCE OFFICER | 3086688 |
| HELMS, BRACKSTON EDWARD | CO-PRESIDENT | 2730942 |
| MUJA, GZIM | CO-PRESIDENT | 2916434 |
| MUJA, GZIM | NATIONAL SALES DIRECTOR | 2916434 |
| TURNER, TRACY JEANNE | CHIEF FINANCIAL OFFICER, FINOP & TREASURER | 6122300 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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