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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephani? Claim Your ProfileStephani Garrison is an investment advisor representative with Cetera Investment Advisers LLC. Stephani has been in the securities industry since 2018 and has a series 63, 65 and SIE licenses. She is also registered to provide investment advice in Iowa. Stephani has experience working with individuals, corporations, and pension and profit-sharing plans. Stephani previously worked at Berthel, Fisher & Company Financial Services, Inc. and BFC Planning, Inc.. Her office is located in Carlisle, Iowa.
CARLISLE, IA
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
IA
01/25/2024 - Present
Cetera Investment Advisers LLC (CARLISLE IA)
IA
10/17/2019 - 12/18/2023
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Cedar Rapids IA)
IA
Issued 3/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/14/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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