Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Gear is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since September 6, 1995. Stephanie Gear has a strong background in providing investment advice and has been registered in several states. Before joining Wells Fargo, Stephanie Gear worked at LPL Financial LLC, UBS Financial Services Inc., First Union Securities, Inc., Prudential Securities Incorporated and PaineWebber Incorporated. Stephanie Gear's areas of expertise include investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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.
1
2
TN
04/18/2011 - Present
Wells Fargo Clearing Services, LLC (MEMPHIS TN)
TN
02/22/2010 - 04/14/2011
LPL FINANCIAL LLC (COLLIERVILLE TN)
TN
03/02/2001 - 03/03/2010
UBS FINANCIAL SERVICES INC. (MEMPHIS TN)
MO
05/14/1999 - 04/09/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
03/03/1999 - 05/20/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/31/1995 - 02/23/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 10/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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