Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Ellen Bryan is a financial advisor who is currently registered with Hightower Advisors, LLC. Stephanie has been in the industry for over 20 years and has worked for several prominent financial institutions. Stephanie is licensed to provide investment advice and has experience working with a wide range of clients, including individuals, families, corporations, and charitable organizations. Stephanie's previous experience includes roles at First Republic Securities Company, LLC, LPL Financial LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., CitiCorp Investment Services, UBS Financial Services Inc., Wachovia Securities, LLC, and Cal Fed Investments.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
08/21/2019 - Present
Hightower Advisors, LLC (San Diego CA)
CA
01/06/2014 - 08/08/2014
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN DIEGO CA)
CA
03/12/2012 - 01/17/2014
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
06/01/2009 - 03/21/2012
MORGAN STANLEY SMITH BARNEY (LA JOLLA CA)
CA
05/29/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LA JOLLA CA)
CA
03/23/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (SOLANA BEACH CA)
NJ
10/27/2005 - 02/23/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
10/16/2003 - 07/21/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/05/2003 - 09/10/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
07/12/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
IA
Issued 05/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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