Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Fagan is a financial advisor with Avantax Advisory Services. Stephanie is a registered representative with the state of Texas and holds a Series 7, Series 66, and SIE license. Stephanie has experience in the financial industry since 2017 and has previously worked for Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stephanie specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
06/14/2021 - Present
Avantax Advisory Services (DALLAS TX)
TX
06/20/2019 - 02/02/2021
MORGAN STANLEY (DALLAS TX)
AZ
01/20/2017 - 01/03/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
BOTH
Issued 02/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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