Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Groschup is a financial advisor with Newedge Advisors, a firm with offices in New Orleans and Dallas. Stephanie has been in the financial services industry since February 7, 2001, and holds licenses to provide investment advice in numerous states. Stephanie is committed to providing comprehensive financial planning, investment management, and portfolio management services to individuals, families, and businesses. Her focus is on helping clients achieve their financial goals through a personalized approach. Stephanie has experience working with clients of all types, including high-net-worth individuals, corporations, and retirement plans. She is also a Managing Partner of Onyx Partners, LLC, a firm that provides tax planning, tax preparation, business consulting, and estate services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
LA
11/01/2021 - Present
Newedge Advisors (NEW ORLEANS LA)
TX
11/19/2008 - 10/18/2010
WELLS FARGO ADVISORS, LLC (ADDISON TX)
TX
02/07/2001 - 11/17/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 03/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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