Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Jean Potter is a financial professional with over 8 years of experience in the industry. Stephanie is registered with Charles Schwab & Co., Inc. in Colorado and Texas. Stephanie is a Series 63, 7, and 24 licensed professional with a SIE designation. Stephanie works with individual and institutional clients and offers financial planning, and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
02/20/2015 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 04/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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