Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steffani? Claim Your ProfileSteffani Johnstone is a financial advisor at LPL Financial LLC and has been working in the industry since December 2014. Steffani is registered as an Investment Advisor Representative (IAR) in Arizona. Steffani is also registered with FINRA, which is the Financial Industry Regulatory Authority. Steffani's current registration with FINRA is through LPL Financial LLC. Prior to LPL, Steffani was employed by WELLS FARGO CLEARING SERVICES, LLC. Steffani has experience working with high net worth individuals, corporations and other businesses, individuals other than high net worth, charitable organizations, pension and profit sharing plans, and other investment advisors. She has a strong understanding of the financial markets and has the knowledge and experience to help her clients reach 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.
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.
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2
AZ
04/16/2024 - Present
LPL Financial LLC (PEORIA AZ)
AZ
10/23/2013 - 02/09/2023
WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)
BOTH
Issued 11/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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