Unclaimed
Stephanie Santana is a registered representative and investment advisor representative with over 15 years of experience in the financial services industry. Stephanie is currently registered with State Farm VP Management Corp. and has previously been registered with FBL Marketing Services, LLC. Stephanie holds the Series 6, Series 63, and SIE licenses. Stephanie is registered with the state of Arizona.
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.
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.
1
2
AZ
01/08/2015 - Present
State Farm VP Management Corp. (Payson AZ)
AZ
01/24/2005 - 01/16/2013
FBL MARKETING SERVICES, LLC (PAYSON AZ)
BC
Issued 11/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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