Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Conrad is a financial advisor who has been in the industry since 2013. She has a wide range of experience, having previously worked at Invesco Services, Inc. and Invesco Distributors, Inc. Stephanie is currently registered with Fidelity Personal And Workplace Advisors as a Registered Representative and Investment Advisor Representative. She holds multiple licenses including Series 7, 6, 63 and 66. Stephanie specializes in working with high-net-worth individuals, pension plans, and corporations.
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.
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.
1
2
CO
12/07/2020 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
GA
01/01/1999 - 09/25/2000
INVESCO SERVICES, INC. (ATLANTA GA)
TX
06/03/1994 - 01/01/1999
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 12/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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