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Credentials
Series 66
Experience Industry experience
12 years
Location
Crystal Falls, MI 49920
LPL Financial
Institution
Stephanie Nocerini is a financial advisor with LPL Financial in Crystal Falls, MI, holding a Series 66 designation and 12 years of industry experience, all with LPL Financial since 2014. In addition to her advisory role, she is a licensed health insurance agent selling individual health insurance policies, Medicare supplements, and Medicare Advantage plans, and she also serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supporting advisors with research and technology while overseeing substantial discretionary assets through a large network of investment adviser representatives.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Crystal Falls, MI
1340 Us Hwy 2
Crystal Falls MI 49920
Advisors at this office
1
Michigan
12 years of industry experience
LPL Financial
2014 - Present • 12 years
Crystal Falls, MI
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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