Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Davis is a financial advisor with Morgan Stanley. Stephanie has been working in the financial industry since 2015 and holds both Series 7, 63, and 65 licenses. Stephanie has experience working with various clients, including high-net-worth individuals, corporations, and institutions. Stephanie previously worked at Goldman Sachs & Co. LLC from 2021 to 2023. Stephanie holds a degree from the University of Michigan and has also studied at New York University.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
07/12/2024 - Present
Morgan Stanley (Chicago IL)
UT
09/02/2021 - 02/02/2023
GOLDMAN SACHS & CO. LLC (SALT LAKE CITY UT)
IA
Issued 07/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Stephanie Davis is the right advisor for you? Invested Better is here to help.
