Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Greer is a financial advisor with over 25 years of experience in the industry. Stephanie has a strong track record of success in helping individuals and families achieve their financial goals. Stephanie is currently a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc., where Stephanie provides a range of services, including portfolio management, financial planning, and investment advisory services. Previously, Stephanie was associated with Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, and Wells Fargo Securities Inc., gaining experience and knowledge in various aspects of the financial services industry. Stephanie is a highly qualified financial advisor with a strong commitment to client 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
AZ
01/18/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SCOTTSDALE AZ)
OR
01/03/2011 - 01/23/2013
WELLS FARGO ADVISORS, LLC (BEND OR)
OR
12/13/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BEND OR)
CA
02/02/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
03/21/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
09/05/1997 - 01/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
09/28/1995 - 02/26/1996
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 03/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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