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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 Gamber is a financial advisor with Morgan Stanley. She has been in the industry since 2003. She is registered with FINRA and the states of Pennsylvania, Texas, and 25 other states. She is also registered as an Investment Advisor Representative. Stephanie's previous employers include Merrill Lynch, PNC Investments, and MONY Securities Corporation. She has a Series 7, 63, 31, and SIE license. She is also a Series 65 licensed investment advisor representative. She is a licensed investment advisor representative and is authorized to provide financial advice to individuals, businesses, corporations, investment companies, insurance companies, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
11/30/2011 - Present
Morgan Stanley (Berwyn PA)
PA
02/02/2007 - 11/18/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
PA
08/12/2004 - 02/08/2007
PNC INVESTMENTS (WAYNE PA)
NY
03/12/2003 - 08/06/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 11/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 03/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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