Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefany? Claim Your ProfileStefany Tegeler Schade is a financial advisor with over 15 years of experience in the industry. Stefany has a strong track record of providing personalized financial advice to individuals, families, and businesses. Stefany is a registered representative of Independent Financial Group, LLC and is also licensed in 45 states. Stefany specializes in a variety of financial planning services, including retirement planning, college savings, and estate planning. Stefany is committed to helping clients achieve their financial goals.
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.
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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TX
07/15/2021 - Present
Independent Financial Group, LLC (CORPUS CHRISTI TX)
TX
11/01/2017 - 07/15/2021
CETERA ADVISOR NETWORKS LLC (CORPUS CHRISTI TX)
CA
01/15/2009 - 11/01/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
TX
08/28/2007 - 01/21/2009
NEXT FINANCIAL GROUP, INC. (CORPUS CHRISTI TX)
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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