Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Boyle McGeever is a financial advisor currently registered with Ameriprise Financial Services, LLC. Stephanie has been in the financial services industry since September 2002 and has a total of 14 approved state registrations. Stephanie is registered with the following state regulatory authorities: California, Colorado, Delaware, District of Columbia, Florida, Maine, Maryland, New Jersey, North Carolina, South Carolina, Tennessee, Texas, Virginia and Washington. Stephanie has passed the Series 66, Series 7 and SIE exams. Stephanie is a Certified Financial Planner and works primarily with individuals, high-net-worth individuals, trusts/estates, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. Stephanie was previously registered with Chevy Chase Financial Services and American Express Financial Advisors Inc.
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.
Asset allocation services
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
MD
03/09/2021 - Present
Ameriprise Financial Services, LLC (Glen Echo MD)
MD
09/24/2003 - 04/08/2004
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
MN
08/09/2002 - 07/29/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/09/2002 - 07/29/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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