Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Ackler is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Stephanie has been in the industry since March 1985 and is registered in New Jersey, New York, Rhode Island, and Texas. Stephanie has experience in working with individuals and institutions. Stephanie has specialized in building investment plans for high net worth individuals, businesses, pension plans, and charitable organizations. Stephanie is a member of the New York Society of Security Analysts and a member of the Investment Committee for the Women Presidents Organization and Northfield Mount Hermon Endowment.
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.
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.
Investment consulting services to institutional clients
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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NY
03/09/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NEW YORK NY)
NY
11/30/2001 - 03/09/2023
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
MA
03/19/1985 - 12/17/2001
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IA
Issued 10/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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