Unclaimed
Stephanie Horner is a financial advisor currently with Edward Jones, a firm based in St. Louis, Missouri. Stephanie has been in the financial industry since 2006. Prior to Edward Jones, Stephanie Horner was a financial advisor with LPL Financial LLC, Lincoln Financial Securities Corporation, Lincoln Financial Advisors Corporation, NRP FINANCIAL, INC., and The Lincoln National Life Insurance Company. Stephanie Horner is licensed to sell securities in the states of Indiana and Missouri. Stephanie Horner is a registered representative of Edward Jones and has the Series 4, 6, 7, 24, 52, 53, 63, 66, 99TO and SIE licenses. Stephanie Horner is an active participant in the financial industry.
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.
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.
See schedule d - miscellaneous
1
2
IN
03/09/2023 - Present
Edward Jones (Fort Wayne IN)
IN
02/08/2023 - 03/10/2023
LPL FINANCIAL LLC (FORT WAYNE IN)
IN
10/02/2013 - 05/09/2022
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
IN
10/16/2009 - 05/09/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/05/2008 - 10/23/2009
NRP FINANCIAL, INC. (FORT WAYNE IN)
IN
10/01/2004 - 05/23/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/01/2004 - 05/23/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 04/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2010
Series 4 - Registered Options Principal Examination
BC
Issued 03/09/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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