Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Coleen Schmidt is a financial advisor with over 30 years of experience in the industry. Stephanie is currently registered with Stifel, Nicolaus & Company, Inc. and has previously worked at WELLS FARGO ADVISORS, LLC, CITIGROUP GLOBAL MARKETS INC. and SMITH BARNEY INC. Stephanie is licensed to provide financial advice in all 50 states, as well as Puerto Rico and the Virgin Islands. Stephanie specializes in financial planning, portfolio management for businesses and individuals, as well as pension consulting.
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.
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.
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2
MO
09/15/2016 - Present
Stifel, Nicolaus & Company, Inc. (ST LOUIS MO)
MO
04/22/2005 - 09/20/2016
WELLS FARGO ADVISORS, LLC (CHESTERFIELD MO)
NY
02/18/1999 - 05/20/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/31/1993 - 07/25/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
06/24/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 07/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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