Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Williams is a registered Investment Advisor Representative with SCF Investment Advisors, Inc. Stephanie has worked in the financial services industry for over 20 years. Stephanie’s previous experience includes positions at SIG Securities, L.L.C., Charles Schwab & Co., Inc., and LINSCO/PRIVATE LEDGER CORP. Stephanie is a Chartered Financial Analyst (CFA). Stephanie is licensed to provide financial advice in Texas.
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
TX
01/03/2024 - Present
SCF Investment Advisors, Inc. (PLANO TX)
TX
02/11/2003 - 02/15/2005
SIG SECURITIES, L.L.C. (DALLAS TX)
TX
06/11/2002 - 01/27/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
SC
06/02/2000 - 08/06/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 06/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Stephanie Williams is the right advisor for you? Invested Better is here to help.
