Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Feldman is a financial advisor currently registered with Ameriprise Financial Services, LLC. Stephanie has been in the financial services industry since 2007. Stephanie has held previous roles at Northland Securities, Inc., WJB Capital Group, Inc., Charles Schwab & Co., Inc., Piper Jaffray & Co., Dain Rauscher Incorporated, and Wessels, Arnold & Henderson, L.L.C.. Stephanie is registered to offer investment advice in Colorado.
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.
1
2
IL
08/22/2022 - Present
Ameriprise Financial Services, LLC (CHICAGO IL)
MN
04/24/2012 - 01/22/2013
NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)
CO
12/03/2009 - 01/05/2012
WJB CAPITAL GROUP, INC. (DENVER CO)
CO
10/01/2008 - 02/11/2009
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
MN
11/24/1999 - 10/04/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NY
04/06/1998 - 04/21/1998
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
MN
08/06/1993 - 04/06/1998
WESSELS, ARNOLD & HENDERSON, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 08/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2011
Series 24 - General Securities Principal Examination
BC
Issued 05/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1993
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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