Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Denee Stewart is a financial advisor with B. Riley Wealth Advisors, Inc. Stephanie has been in the industry since 1994. Stephanie has a wide range of experience in financial planning, portfolio management, and insurance. Stephanie is dedicated to helping her clients achieve their financial goals. Stephanie also serves on the board of directors for Women Protective 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.
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2
TX
11/13/2017 - Present
B. Riley Wealth Advisors, Inc. (LUBBOCK TX)
TX
08/07/2017 - 07/22/2022
NATIONAL SECURITIES CORPORATION (LUBBOCK TX)
TX
02/21/2012 - 08/08/2017
WFG INVESTMENTS, INC. (LUBBOCK TX)
SC
11/18/1997 - 02/27/2012
LPL FINANCIAL LLC (FORT MILL SC)
TX
11/07/1996 - 11/18/1997
SIGNAL SECURITIES, INC. (FORT WORTH TX)
MN
02/04/1996 - 11/01/1996
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
CA
10/27/1994 - 12/31/1995
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
BC
Issued 09/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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