Stephanie Marie Dormann

Current Employers

Employment History

• 11/1999 → Present
  Primerica Financial Services
  Belfair, WA
• 12/1999 → Present
  Pfs Investments Inc.
  Belfair, WA

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Dormann Financial Services LLC, Owner, Investment Related, 3530 NE Old Belfair Hwy, Ste D, Belfair, WA 98528, Primerica Business Purposes, 1/01/2020 to Present, 200 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes. The Hub Senior Center - Board Member/Treasurer - 08/2022 to present - Nature of the Business: Non-profit - 111 NE Old Belfar, WA 98528 - Non-investment related - # of hours per month: 2 (0 during securities trading hours). Dormann Properties, LLC, not investment related, Belfair, WA 98528, Co-Owner/Member, start date (03/2023) to present, 5 hours committed per month (0 hours during securities trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-14
• S63 Uniform Securities Agent State Law Examination
  2000-01-15

Other Names

• Stephanie Marie Curtis