Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefanie? Claim Your ProfileStefanie Reel is a financial professional with over 20 years of experience in the industry. She has been actively registered with the state of Oregon as a Broker-Dealer and an Investment Advisor Representative, and has also held the same registrations in Washington. Stefanie has worked with Liberty Capital Investment Corp. since August of 2010 and is a Certified Financial Planner. Previously, Stefanie worked at D.A. Davidson & Co., and A. G. Edwards & Sons, Inc.. Stefanie has passed the Series 63, 65, 7, 9, 10, 53, 4, 99TO and SIE exams. She is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Stefanie specializes in 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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
08/20/2015 - Present
Liberty Capital Investment Corp. (PORTLAND OR)
OR
08/10/2007 - 08/17/2010
D.A. DAVIDSON & CO. (PORTLAND OR)
OR
10/15/2001 - 08/15/2007
A. G. EDWARDS & SONS, INC. (PORTLAND OR)
IA
Issued 09/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2012
Series 4 - Registered Options Principal Examination
BC
Issued 06/06/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/06/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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