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Stephanie Lynn Aloi is a financial_advisor professional located in Olean, NY. They specialize in financial advisory. With over 8 years of experience, they bring deep expertise to every client.
Stephanie Lynn Aloi - Cetera Wealth Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Stephanie Lynn Aloi operates Cetera Wealth Services, LLC in Olean, NY, bringing eight years of experience in financial advisory. She holds a FINRA CRD license (5797331), which governs her securities and investment advisory activities. Her background positions her to work with clients on financial planning and investment-related matters within the regulatory framework established by FINRA oversight.
Stephanie's FINRA CRD (Central Registration Depository) license indicates she is registered with the Financial Industry Regulatory Authority, the self-regulatory organization overseeing broker-dealers and investment advisers. This registration means she operates under FINRA's compliance rules and is subject to their examination and disciplinary authority. The license number on file allows clients to verify her registration status and disciplinary history through FINRA's public database, providing a layer of regulatory accountability for financial advisory services.