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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 Ann Dewitt is an investment advisor representative at Monarch Wealth Strategies. Stephanie has been in the financial industry since 1981. She has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Stephanie provides financial planning, pension consulting, and portfolio management services.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
11/11/2021 - Present
Monarch Wealth Strategies (Pasadena CA)
CA
04/16/2004 - 01/03/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PASADENA CA)
NJ
07/26/1996 - 05/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
10/26/1992 - 07/30/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/07/1991 - 10/27/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
09/23/1991 - 09/27/1991
ASB FINANCIAL SERVICES (IRVINE CA)
NY
07/17/1989 - 09/23/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
03/04/1987 - 07/20/1989
CROWELL, WEEDON & CO. (LOS ANGELES CA)
NA
08/06/1981 - 03/09/1987
THOMSON MCKINNON SECURITIES INC.
NA
01/19/1981 - 09/02/1981
PAINE, WEBBER, JACKSON & CURTIS INC.
IA
Issued 12/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/01/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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