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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 Gale is a financial advisor with Commonwealth Financial Network, a firm with a focus on financial planning and investment management for individuals, businesses, and charitable organizations. Stephanie has been in the industry for over 20 years and has a strong understanding of the financial needs of her clients. She provides a range of services, including financial planning, investment management, and retirement planning. Stephanie is a Certified Financial Planner and is committed to providing her clients with the highest level of service.
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.
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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2
WA
12/02/2005 - Present
Commonwealth Financial Network (PORT LUDLOW WA)
WA
12/02/2005 - 08/15/2024
COMMONWEALTH FINANCIAL NETWORK (PORT TOWNSEND WA)
AZ
10/31/2005 - 12/05/2005
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
10/20/1998 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
01/06/1986 - 02/18/1987
C B INTERNATIONAL SECURITIES,INC.
NA
03/22/1984 - 08/20/1986
ORION ROYAL INC.
IA
Issued 05/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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