Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Douglass is a financial advisor with over 20 years of experience in the financial services industry. She is currently registered with Maven Capital Partners, LLC and Reicon Wealth Advisors, LLC. Stephanie is a Managing Director of Reicon Capital, LLC, which is a family office specializing in alternative investments. She has a background in managing alternative investments, particularly in real estate, private equity, and hedge funds. Stephanie also holds the Series 7, Series 28, Series 39, and Series 63 securities licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
04/25/2023 - Present
Maven Capital Partners, LLC (ATLANTA GA)
GA
04/18/2002 - 02/02/2006
REICON SECURITIES, LLC (ATLANTA GA)
CA
10/23/1998 - 02/10/2000
FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
BC
Issued 03/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2002
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 07/17/2002
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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