Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Clements Jones is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephanie has been in the industry since 2008. Stephanie has a Series 66, Series 7, and SIE licenses. Stephanie is registered to provide investment advice in several states, including Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Mississippi, Missouri, New Mexico, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, and Wisconsin. Stephanie has experience working with high-net-worth individuals, corporations, and other businesses. Stephanie is also experienced in providing investment advice to insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Stephanie has experience working with BBVA Securities Inc., MetLife Securities Inc., BBVA Compass Investment Solutions, Inc, VALIC Financial Advisors, Inc., Morgan Stanley Smith Barney, USAA Financial Advisors, Inc., and Morgan Keegan & Company, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
09/08/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DESTIN FL)
FL
08/06/2014 - 08/17/2020
BBVA SECURITIES INC. (FORT WALTON BEACH FL)
FL
05/16/2014 - 07/10/2014
METLIFE SECURITIES INC. (PENSACOLA FL)
FL
05/16/2013 - 04/23/2014
BBVA SECURITIES INC. (PENSACOLA FL)
FL
10/19/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (FORT WALTON BEACH FL)
FL
11/21/2011 - 10/11/2012
VALIC FINANCIAL ADVISORS, INC. (PENSACOLA FL)
FL
04/12/2011 - 11/22/2011
MORGAN STANLEY SMITH BARNEY (DESTIN FL)
TX
11/17/2009 - 09/30/2010
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
KY
08/21/2008 - 05/01/2009
MORGAN KEEGAN & COMPANY, INC. (LOUISVILLE KY)
BOTH
Issued 09/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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