Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Goodrich MacPherson is a financial advisor with Osaic Wealth, Inc., located in Williamsburg, VA. Stephanie has been in the financial services industry since 1998 and has a wide range of experience in providing financial advice and planning services. Stephanie is a Certified Financial Planner and holds both Series 66 and Series 7 licenses. Stephanie's firm, Osaic Wealth, Inc., manages over $94 billion in assets and provides financial services to individuals, businesses, and institutions. Stephanie's clients have access to a wide range of financial planning and investment management services, including portfolio management, retirement planning, college savings planning, and estate 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
WI
01/24/2025 - Present
Osaic Wealth, Inc. (APPLETON WI)
VA
05/14/2018 - 05/30/2018
NAVY FEDERAL BROKERAGE SERVICES, LLC (NORFOLK VA)
VA
06/26/2015 - 07/22/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT NEWS VA)
MI
05/21/1998 - 07/07/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TROY MI)
BOTH
Issued 08/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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