Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Brook Charles is a financial professional with over 2 years of experience in the financial services industry. Stephanie is currently registered with Goldman Sachs & Co. LLC, where she is licensed to provide financial advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. She is also a registered representative of FINRA. Stephanie offers a wide range of financial planning services, including portfolio management, educational seminars, and selection of other advisors. Stephanie's extensive experience and commitment to client service make her a valuable asset to any investment portfolio.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
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2
NY
08/21/2018 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
BC
Issued 08/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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