Stephanie Lynn Aloi

Current Employers

Employment History

• 07/2013 → 06/2017
  Howden North America
  Depew, NY
• 07/2017 → Present
  Fox Financial
  Olean, NY
• 06/2017 → 10/2020
  Avantax Investment Services, Inc.
  Olean, NY
• 06/2017 → 10/2020
  Avantax Advisory Services
  Olean, NY
• 08/2017 → 03/2020
  Austin Locksmithing & Security
  Olean, NY
• 07/2018 → 10/2020
  Avantax Insurance Agency, Llc
  Olean, NY
• 07/2017 → Present
  Fox Holdings, Inc Dba H&R Block
  Olean, NY
• 10/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 4/2019 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: I AM AN EMPLOYEE THAT WILL BE SELLING INSURANCE. BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES, AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: FOX HOLDINGS, INC DBA H&R BLOCK; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PREPARE TAX RETURNS FOR CLIENTS; POSITION/TITLE/RELATIONSHIP: TAX PREPARER START DATE: 08/2023; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PREPARE TAX RETURNS FOR CLIENTS, BOOKKEEPING; 3. NAME OF OTHER BUSINESS: FOX FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 7/2017 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 6 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING 4. NAME OF OTHER BUSINESS: MEG SALIGMAN STUDIO; INVESTMENT RELATED: NO; ADDRESS: 828 BAINBRIDGE STREET PHILADELPHIA, PA 19147; NATURE OF BUSINESS: BOOKKEEPING; POSITION/TITLE/RELATIONSHIP: BOOKKEEPER; START DATE: 08/2023; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ASSIST WITH BOOKKEEPING; 5. NAME OF OTHER BUSINESS: TRUSTEE FOR FAMILY FRIEND; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: TRUSTEE; START DATE: 1/2024; POSITION/TITLE/RELATIONSHIP: TRUSTEE; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TRUSTEE FOR FAMILY FRIEND;

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-01-17

Other Names

• Stephanie Lynn Barie
• Stephanie Lynn Barie