Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Derzanovich is a registered investment advisor representative and a broker-dealer representative, having passed the Series 63, Series 65, Series 7TO and SIE exams. Stephanie has been a part of the financial services industry since 2013. Stephanie is currently employed by &partners, a large firm with offices in Nashville, Tennessee, Johnson City, New York and Clayton, Missouri. &partners manages over $1 billion in assets, and is registered in all 50 states. Stephanie is registered to provide both investment advisory and broker-dealer services in 45 states. Stephanie specializes in financial planning, portfolio management for both businesses and individuals, research reports, and pension consulting.
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.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
10/25/2024 - Present
&partners (NASHVILLE TN)
IA
Issued 10/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Stephanie Derzanovich is the right advisor for you? Invested Better is here to help.
