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SM

Stephanie M. Maloof

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CRD#: 5428433
SM

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.

Stephanie Marie Maloof, who also goes by Stephanie M Maloof, Stephanie Marie Maloof, was a registered financial professional .

Stephanie is a previously registered financial professional and started their career in finance in 2011. Stephanie had worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stephanie M Maloof | Stephanie Marie Maloof

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 8, 2017 - March 12, 2018

EF HUTTON INVESTMENTS LLC

RIA
CRD#: 285108
Sprindfield, OH
Past

November 29, 2016 - May 18, 2017

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
COLUMBUS, OH
Past

June 16, 2015 - September 19, 2016

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
CANTON, MA
Past

August 15, 2013 - May 26, 2015

MORGAN STANLEY

BD
CRD#: 149777
JACKSONVILLE, FL
Past

August 20, 2012 - July 5, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL
Past

March 9, 2011 - February 15, 2012

SCOTTRADE, INC.

BD
CRD#: 8206
PROVIDENCE, RI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/17/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


EH
EF HUTTON INVESTMENTS LLC
EF HUTTON INVESTMENTS LLC

CRD#: 285108 / SEC#: 801-108464

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Contact information


Main Address
One Main Street, Springfield, OH 45502
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EF HUTTON INVESTMENTS LLC

CRD#: 285108

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