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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 Williams is a financial advisor with Creative Planning. Stefanie has been in the financial services industry since April 2020. Stefanie holds the Series 63, 65 and 6TO licenses. Stefanie is registered with the state of Texas and is currently working from the McKinney office. Stefanie has experience working with clients in the investment company, pension and profit-sharing plan, corporation or other business, individual other than high-net-worth, state or municipal government entity and charitable organization industries. Stefanie is committed to providing her clients with the highest level of personalized financial advice.
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.
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.
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2
KS
12/19/2021 - Present
Creative Planning (OVERLAND PARK KS)
TX
06/15/2020 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (DALLAS TX)
IA
Issued 08/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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