Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Schultz is a financial advisor at LPL Financial LLC. Stephanie has been in the industry since March 27, 2022, and is licensed to provide financial advice in Arizona and Texas. Stephanie holds Series 63, 65, 6TO and SIE licenses and has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Stephanie can provide a range of financial services, including financial planning, portfolio management, and consulting.
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.
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AZ
04/03/2023 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
03/28/2022 - 05/03/2023
PLANMEMBER SECURITIES CORPORATION (Scottsdale AZ)
IA
Issued 03/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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