Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Davis is a financial advisor who has been active in the industry since 2018. Stephanie is currently registered with Osaic Wealth, Inc. in New Jersey and Arizona. Before joining Osaic Wealth, Inc., Stephanie was affiliated with Cetera Advisors LLC in Minnesota and Fidelity Investments in Arizona. Stephanie has passed Series 63, Series 65, Series 7 and SIE exams. Stephanie provides financial planning, pension consulting, portfolio management for individuals and businesses, selection of other advisors, and educational seminars as advisory 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.
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.
1
2
AZ
12/20/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
12/01/2022 - 03/14/2023
CETERA ADVISORS LLC (SCOTTSDALE AZ)
AZ
10/07/2021 - 10/20/2022
FIDELITY BROKERAGE SERVICES LLC (SCOTTSDALE AZ)
AZ
08/14/2017 - 09/30/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 09/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephanie Davis is the right advisor for you? Invested Better is here to help.
