Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Croft Rogers is a financial advisor with Moneta Group Investment Advisors, LLC based in St. Louis, Missouri. Stephanie has been in the industry since 2005. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst®. Stephanie specializes in working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. She provides financial planning, portfolio management, and selection of other advisors services. Stephanie has experience at U.S. Trust, and previously worked for Edward Jones. Stephanie is registered to provide investment advisory services in Missouri, Kansas, and Colorado.
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.
A percentage of the total value of assets under management is charged.
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MO
07/26/2018 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MO
11/23/2005 - 10/31/2007
EDWARD JONES (ST LOUIS MO)
BC
Issued 12/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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