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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefanie? Claim Your ProfileStefanie Creencia is an investment advisor representative with Raymond James Financial Services Advisors, Inc., working out of the FORT COLLINS office in COLORADO. Stefanie has been in the financial services industry since June 2010 and is registered with the following regulatory authorities: FINRA, the state of Colorado, and the state of Texas. Stefanie specializes in providing financial planning, pension consulting, and educational seminars. She is also a registered representative of Raymond James Financial Services, Inc. and has experience working with individual investors, businesses, and institutions. In addition to her work with Raymond James, Stefanie is also involved with First Investments and Planning, and First National Bank, both located in FORT COLLINS, CO.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
08/30/2023 - Present
Raymond James Financial Services Advisors, Inc. (FORT COLLINS CO)
CO
06/11/2010 - 06/18/2015
FIRST NATIONAL CAPITAL MARKETS (FORT COLLINS CO)
BOTH
Issued 06/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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