Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Roberts is a financial advisor with Steward Partners Investment Advisory, LLC. Stephanie is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Stephanie has been providing financial advice to clients since 2000. She has a diverse range of experience in the financial industry, including working with Goldman, Sachs & Co. and Raymond James Financial Services, Inc. Stephanie is registered with the state of New York and Texas. Stephanie specializes in providing financial advice to individuals, corporations and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
NY
02/25/2019 - Present
Steward Partners Investment Advisory, LLC (Albany NY)
NY
01/16/2019 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALBANY NY)
NY
10/24/2000 - 02/23/2004
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 01/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2000
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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