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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Felts Stumpf is a financial advisor with SBK Financial, Inc. Stephanie Felts Stumpf has been a financial advisor for over 16 years and is registered to provide investment advice in Virginia. Stephanie Felts Stumpf specializes in financial planning, portfolio management for individuals, and selection of other advisors. Stephanie Felts Stumpf is a Certified Financial Planner and a Personal Financial Specialist. Stephanie Felts Stumpf has passed the Series 65 exam, the Uniform Investment Adviser Law Examination.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Tax preparation & planning
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.
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VA
12/01/2006 - Present
SBK Financial, Inc. (RICHMOND VA)
IA
Issued 11/30/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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