Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Cooper is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Stephanie is a Registered Investment Advisor, with offices in San Francisco, CA and Austin, TX. Stephanie is a part of Parallel Advisors, LLC, a firm that specializes in providing comprehensive financial planning and investment management services to individuals, families, and businesses. The firm has a deep commitment to serving the needs of its clients and is dedicated to providing personalized advice and strategies that help clients achieve their financial goals.
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.
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CA
12/23/2021 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
IA
Issued 05/20/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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