Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Eileen Miller is a financial advisor with Ameriprise Financial Services, LLC. Stephanie has been in the financial services industry since March 2004. Stephanie is registered to provide investment advice in Alabama, Alaska, Arizona, Florida, Georgia, Minnesota, Missouri, New Hampshire, New Jersey, New York, Oklahoma, Oregon, and Pennsylvania. Stephanie is also registered as a Registered Representative in Pennsylvania. Stephanie has passed the Series 7, Series 9, Series 10, Series 31 and Series 66 exams. Stephanie holds the Chartered Financial Consultant designation. Stephanie has experience working for Edward Jones, Santander Securities LLC, Raymond James Financial Services, Inc., Wells Fargo Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stephanie is a member of the Broad St. Business Club.
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.
Asset allocation services
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
PA
05/12/2023 - Present
Ameriprise Financial Services, LLC (Macungie PA)
PA
10/09/2015 - 05/15/2023
EDWARD JONES (ALLENTOWN PA)
PA
07/09/2014 - 09/29/2015
SANTANDER SECURITIES LLC (READING PA)
PA
03/07/2011 - 06/30/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALLENTOWN PA)
PA
06/25/2007 - 03/08/2011
WELLS FARGO ADVISORS, LLC (ALLENTOWN PA)
PA
03/08/2004 - 06/28/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALLENTOWN PA)
BOTH
Issued 02/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/06/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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