Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Richardson is a financial advisor at Edward Jones. Stephanie has been in the financial services industry since May 2009 and is registered to offer securities in Missouri. Stephanie has a Series 7, Series 66, Series 9, Series 10, Series 24 and SIE. Stephanie specializes in financial planning, retirement planning, and investments. Stephanie has a strong commitment to providing her clients with personalized financial advice. Stephanie works closely with her clients to develop a plan that meets their individual needs and goals. Stephanie also offers a variety of investment products and services to help her clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
MO
01/04/2010 - Present
Edward Jones (LAKE ST LOUIS MO)
BOTH
Issued 10/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/05/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/25/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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