Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Bonsignore Fexer is a registered representative with RBC Capital Markets, LLC in Houston, TX. Stephanie has been in the industry since April 2008 and has a wide range of experience working with clients of all types, including individuals, families, corporations, and institutions. Stephanie's expertise includes portfolio management, financial planning, and retirement planning. She is committed to providing her clients with personalized service and helping them achieve their financial goals. Before joining RBC Capital Markets, LLC Stephanie worked for Morgan Stanley and Wells Fargo Advisors, LLC. She has a Series 7 and Series 66 license and has been registered in multiple states.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
TX
02/28/2023 - Present
RBC Capital Markets, LLC (HOUSTON TX)
TX
09/14/2022 - 02/23/2023
MORGAN STANLEY (Houston TX)
TX
05/03/2013 - 09/14/2022
RBC CAPITAL MARKETS, LLC (HOUSTON TX)
TX
01/03/2011 - 04/08/2013
WELLS FARGO ADVISORS, LLC (HOUSTON TX)
TX
12/06/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)
TX
04/22/2009 - 10/29/2010
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
02/11/2008 - 04/13/2009
WELLS FARGO INVESTMENTS, LLC (CYPRESS TX)
BOTH
Issued 06/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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