Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefanie? Claim Your ProfileStefanie Childs is a financial advisor with LPL Financial LLC. Stefanie has been in the financial services industry since 2007. She is a registered representative and investment advisor representative in Louisiana and Texas. She holds Series 7, 63, and 66 licenses. Stefanie's prior experience includes working with Capital One Investment Services LLC and Capital One Investments, LLC. Stefanie is also a business owner and has various other business interests. Stefanie's clients include individuals, corporations, trusts, and retirement plans. She provides a range of financial services, including financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
1
2
LA
01/09/2017 - Present
LPL Financial LLC (MANDEVILLE LA)
LA
05/31/2008 - 06/03/2014
CAPITAL ONE INVESTMENT SERVICES LLC (MANDEVILLE LA)
LA
03/15/2007 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (MANDEVILLE LA)
BOTH
Issued 05/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stefanie Childs is the right advisor for you? Invested Better is here to help.
