Stephanie Maureen Barrett
Professional Summary
Stephanie Maureen Barrett, who also goes by Stephanie Barrett, is a registered financial advisor currently at BFINANCE US LTD.. Stephanie is registered as a RR (Registered Representative) and started their career in finance in 2015. Stephanie has worked at 3 firms and has passed the Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Stephanie Barrett
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
BFINANCE US LTD.
Contact Information
Main Address
2nd Floor Floor 2, London, EC4R 1BNMailing Address
2nd Floor 36 Queen Street, London, IL, EC4R 1BNPhone Number
+44 20 7747 8600Firm Type
CorporationFiscal Year End
MarchFirm Size
Small# of Employees
5SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
FINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Direct owners and executive officers
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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.
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Primary Firm SEC Registration
BFINANCE US LTD.
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Stephanie Maureen Barrett's CRS (Customer Relationship Summary).
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