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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Naylor is a financial advisor registered with Empower Advisory Group, LLC. Stephanie is a financial advisor with over 13 years of experience in the industry. Stephanie is licensed to provide investment advice and securities brokerage services in Florida. Stephanie specializes in portfolio management for individuals and financial planning. Stephanie has a diverse client base, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. Stephanie has worked for several reputable firms in the past, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Stephanie has extensive experience providing financial advice to a wide range of clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
05/24/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
FL
12/19/2008 - 04/19/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 01/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/18/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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