Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Johnson is a financial advisor with over 25 years of experience in the industry. Stephanie is currently registered with LPL Financial LLC, where she is a Registered Representative and Investment Advisor Representative. Before joining LPL Financial LLC, Stephanie worked with INVEST FINANCIAL CORPORATION, ONB INVESTMENT SERVICES, INC., FIFTH THIRD SECURITIES, INC. and WEDGEWOOD PARTNERS, INC. Stephanie is licensed to offer securities in Illinois, Indiana, Kentucky, Michigan and Wisconsin. Stephanie has earned her Series 63, Series 7, Series 11 and SIE licenses. Stephanie is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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
IN
11/30/2009 - Present
LPL Financial LLC (EVANSVILLE IN)
IN
11/30/2005 - 12/01/2009
INVEST FINANCIAL CORPORATION (EVANSVILLE IN)
IN
07/12/2001 - 12/01/2005
ONB INVESTMENT SERVICES, INC. (EVANSVILLE IN)
OH
04/13/2000 - 08/02/2001
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MO
04/04/1996 - 03/01/2000
WEDGEWOOD PARTNERS, INC. (ST. LOUIS MO)
BC
Issued 07/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1996
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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