Stephanie
Fratoe
Kestra Private Wealth Services, LLC
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About this Advisor
Stephanie Fratoe is a financial advisor based in Sandusky, Ohio, working with Kestra Private Wealth Services, LLC. Stephanie has previously held positions at Kestra Investment Services, Kestra Private Wealth Services, and UBS Financial Services. Stephanie has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Stephanie is part of Kestra Private Wealth Services, LLC, which operates out of Sandusky, Ohio. The firm has 42 offices and 158 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Private Wealth Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$7,299,740,131
158
21,652
$337,139
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Stephanie Fratoe Work History
Kestra Investment Services
Kestra Private Wealth Services
Ubs Financial Services
Disclosures
Please visit the SEC profile of Stephanie Fratoe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Private Wealth Services, LLC
Blackshear, GA
Ogden, UT
Austin, TX
Castle Pines, CO
Greenville, SC
Austin, TX
Boca Raton, FL
Huntersville, NC
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