Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Addison is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephanie has been in the industry since 1993 and has held several positions at various firms. Stephanie has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Stephanie holds several licenses and certifications, including Series 7, 9, 10, 63, and 66. Stephanie specializes in providing financial planning, investment management, and retirement planning services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
07/06/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT WORTH TX)
CA
07/08/1993 - 12/11/2009
CHARLES SCHWAB & CO., INC. (SAN JOSE CA)
NV
04/21/1993 - 07/19/1993
FINANCIAL WEST GROUP (RENO NV)
BOTH
Issued 01/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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