Unclaimed
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 at Cetera Investment Advisers LLC. Stephani has been in the securities industry since 2018. Stephani has experience in the areas of financial planning, portfolio management, and pension consulting. Stephani holds the Series 63, Series 65 and Series 7TO licenses and is registered with the state of Iowa. Stephani previously worked at Berthel Fisher & Company Financial Services, Inc. in Cedar Rapids, Iowa.
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 03/19/2021
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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