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Stephanie-anne Touchet

Pimco Investments LLC

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About Stephanie-anne Touchet

Stephanie-anne Touchet is a financial advisor with Pimco Investments LLC, a firm with a long history of providing investment management services. Stephanie-anne is registered with FINRA and has been active in the industry since December 2018. She holds the Series 7TO and Series 66 licenses, as well as the SIE exam certification. Stephanie-anne has prior experience at Edward Jones, which provided her with a foundation in the industry.

Firm Information

Stephanie-anne Touchet is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Stephanie-anne Touchet’s Registration & Firm History

TX

07/31/2020 - Present

Pimco Investments LLC (Austin TX)

TX

12/13/2018 - 07/16/2020

EDWARD JONES (LAKEWAY TX)

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Licenses & Designations

BOTH

Issued 02/08/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/13/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/16/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie-anne Touchet.
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