Unclaimed
Stephanie Wells has been in the financial industry for over 20 years, holding a Series 6 and Series 63 license. Stephanie is currently registered with Jackson National Life Distributors LLC and is licensed in Texas. Stephanie's previous experience includes working at National Planning Corporation.
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.
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.
1
2
TN
01/07/2004 - Present
Jackson National Life Distributors LLC (FRANKLIN TN)
CA
12/08/2000 - 12/31/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 08/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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