Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Grayson is a financial advisor who has been active in the industry since 2007. Stephanie is registered with the state of Virginia and North Carolina. Stephanie holds the Series 6, Series 63 and Series 65 licenses and the SIE exam. Stephanie is currently employed by State Farm Investment Management Corp. where she provides financial advice to individuals and investment companies. Stephanie also owns and operates Stephanie Grayson's Insurance Agency, an insurance agency that is also investment related.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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VA
10/16/2020 - Present
State Farm Investment Management Corp. (Chesapeake VA)
VA
10/11/2004 - 02/10/2009
ALLSTATE FINANCIAL SERVICES, LLC (CHESAPEAKE VA)
IA
Issued 10/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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