Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefani? Claim Your ProfileStefani Price is a registered representative and investment advisor representative. Stefani is a veteran of the financial services industry, having worked for over two decades. Stefani holds a Series 6, 7, 63, and 66 securities license. Currently, Stefani is associated with MML Investors Services, LLC based in Austin, Texas. Prior to her current role, Stefani has worked for MSI Financial Services, Inc., Metropolitan Life Insurance Company, and Security First Financial, Inc. Stefani's specializations include asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
TX
03/25/2017 - Present
MML Investors Services, LLC (Austin TX)
TX
10/09/1998 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (AUSTIN TX)
NY
10/09/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
05/09/1997 - 01/01/1999
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
BOTH
Issued 04/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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