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Stephanie Arleene Caro

First Command Advisory Services

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About Stephanie Arleene Caro

Stephanie Caro is a registered representative and investment advisor representative at First Command Advisory Services. Stephanie has been in the financial industry for over 10 years. Stephanie is licensed in Florida, Kentucky and Virginia. She holds the Series 66, Series 7TO, and SIE securities licenses. She is also registered as an investment advisor representative in Florida. Stephanie specializes in providing financial planning and investment advice for individuals and businesses. She has experience in working with a variety of client types, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Stephanie's commitment to her clients is to provide them with personalized and comprehensive financial advice to help them achieve their financial goals.

Firm Information

Stephanie Caro is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephanie Caro’s Registration & Firm History

FL

11/21/2022 - Present

First Command Advisory Services (Tampa FL)

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Licenses & Designations

BOTH

Issued 09/16/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Arleene Caro.
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