Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Shinn is a financial advisor at Commonwealth Financial Network. Stephanie is registered to provide investment advice in 12 states. Stephanie has been working in the securities industry since 2002. Stephanie's prior experience includes positions at KMS Financial Services, Inc., Pacific West Securities, Inc., Northwestern Mutual Investment Services, LLC, and Russell Fund Distributors, Inc.. Stephanie is a Certified Financial Planner. Stephanie is currently registered in Washington as a Registered Representative and Investment Advisor Representative.
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.
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.
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
WA
10/13/2020 - Present
Commonwealth Financial Network (Tacoma WA)
WA
11/20/2007 - 10/14/2020
KMS FINANCIAL SERVICES, INC. (TACOMA WA)
WA
02/16/2005 - 11/20/2007
PACIFIC WEST SECURITIES, INC. (RENTON WA)
WI
04/30/2003 - 02/09/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WA
10/22/2002 - 02/28/2003
RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)
BOTH
Issued 02/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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