Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephani? Claim Your ProfileStephani Chojnacki is a Registered Representative and Investment Advisor Representative with LRI Investments. Stephani has been in the financial services industry since 1993 and has held positions at a number of firms including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Stephani has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice.
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.
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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FL
11/21/2024 - Present
LRI Investments (PALM BEACH GARDENS FL)
Active
Inactive
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