3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​ - Info@stratoswp.com

  • LinkedIn - Grey Circle
  • Facebook
  • Twitter

Stratos Wealth Partners is currently relying on an SEC extension in filing and delivering the Form ADV

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC. 

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY

Privacy Policy

TRANSITIONS

Our Transitions team provides comprehensive support beginning with the initial onboarding and continuing for 60 days post-resignation. We work with the advisor and guide them through the entire transition process.

 

AT-A-GLANCE

  • Coordinate the transition process between RIA and broker/dealer

  • Provide license transfer and carrier reappointment support

  • 60-day on-site and virtual post-resignation support, including account opening and tracking

  • Provide comprehensive systems and platform training

jen new.jpg

Director of HR &
Business Services

Jennifer C. Hart

kate sweetman new.jpg

Transitions Manager | Business Services

Kate Sweetman

sarah.jpg

Business Services
Associate

Sarah Pochedly