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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Camille Dalton is a financial advisor with over 20 years of experience in the industry. Stephanie is currently registered with Morgan Stanley and holds Series 7, 24, and 66 licenses. Prior to joining Morgan Stanley, Stephanie worked at Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Stephanie has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Stephanie offers a variety of financial services, including investment management, financial planning, and retirement planning.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
UT
06/17/2022 - Present
Morgan Stanley (Park City UT)
CO
01/03/2011 - 06/06/2022
WELLS FARGO CLEARING SERVICES, LLC (DENVER CO)
CA
10/10/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BEVERLY HILLS CA)
BOTH
Issued 12/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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