Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie McCann is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stephanie has been in the financial services industry since 2000. Stephanie's experience includes working with a variety of clients, including individuals, families, businesses, and institutions. Stephanie has a strong track record of helping clients achieve their financial goals. Prior to joining Merrill Lynch, Stephanie worked for Citigroup Global Markets Inc. Stephanie is a member of the Innovators Network, a committee of the Fred Hutchinson Cancer Research Center. Stephanie is registered to sell securities in 28 states and is licensed to provide investment advice in California and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
01/08/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
05/14/2004 - 10/12/2006
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
NY
06/28/2000 - 05/12/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 7/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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