Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Vosper is a financial advisor with over 10 years of experience in the industry. Stephanie is currently registered with Frost Investment Services and is licensed to provide investment advice in Texas. Stephanie has previously worked with JP Morgan Securities LLC, Chase Investment Services Corp. and Edward Jones. Stephanie holds the Series 7, Series 66, and SIE licenses. Stephanie specializes in providing financial planning and portfolio management services for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
01/28/2022 - Present
Frost Investment Services (PLANO TX)
TX
10/01/2012 - 07/21/2015
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
02/18/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ALLEN TX)
TX
01/22/2009 - 01/05/2010
EDWARD JONES (PLANO TX)
BOTH
Issued 03/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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