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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 Rumold is a financial advisor at Beacon Pointe Advisors, LLC. Stephanie has been in the financial services industry for over 20 years. She is a Certified Financial Planner and holds the Series 6, 7, 63, and 66 licenses. Stephanie has experience working with individuals, families, businesses, and institutions. She specializes in financial planning, portfolio management, and retirement planning. Stephanie is also a licensed insurance agent and offers a variety of insurance products to her clients.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
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CA
01/24/2025 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
10/18/2010 - 07/08/2013
FIRST REPUBLIC SECURITIES COMPANY, LLC (PALO ALTO CA)
CA
10/17/2001 - 01/15/2010
CHARLES SCHWAB & CO., INC. (CAMPBELL CA)
MA
07/12/1999 - 09/17/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
08/20/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 03/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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