Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Schuller is a financial professional with over 23 years of experience in the financial services industry. Stephanie is a registered Investment Advisor Representative (IAR) with Cetera Investment Advisers LLC. She is also a licensed Series 7, 63, 65, and 24. Previously, Stephanie was registered with Avantax Investment Services, Inc. Stephanie's expertise includes financial planning, portfolio management, and retirement planning.
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.
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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2
TX
04/21/2021 - Present
Cetera Investment Advisers LLC (SOUTHLAKE TX)
TX
05/12/1999 - 04/09/2021
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
IA
Issued 11/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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