Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefanie? Claim Your ProfileStefanie Ann Scarp is a financial advisor with Wells Fargo Clearing Services, LLC, based in Chicago, IL. Stefanie has been working in the financial services industry since 1996 and holds Series 7, 63 and 65 licenses as well as the SIE exam. Stefanie has experience with multiple firms in the past including PNC Investments, Commonwealth Financial Network, and CETERA Investment Services LLC. Stefanie's areas of expertise include portfolio management for individuals and businesses, financial planning, and selection of other advisors.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
09/12/2024 - Present
Wells Fargo Clearing Services, LLC (CHICAGO IL)
IL
07/05/2016 - 05/02/2018
PNC INVESTMENTS (WHEATON IL)
IL
01/05/2016 - 06/06/2016
COMMONWEALTH FINANCIAL NETWORK (OAKBROOK IL)
IL
12/06/2011 - 12/21/2015
CETERA INVESTMENT SERVICES LLC (CHICAGO IL)
IL
04/21/2003 - 12/16/2011
VISION INVESTMENT SERVICES, INC. (CHICAGO IL)
FL
09/05/2001 - 04/23/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IL
10/14/1996 - 09/05/2001
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
IA
Issued 10/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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