Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Degen is an Investment Advisor Representative with J.p. Morgan Securities LLC, working out of the Evanston, IL branch office. Stephanie has over 27 years of experience in the financial services industry, with a strong focus on portfolio management for individuals and businesses. Stephanie is registered with the Securities and Exchange Commission as an investment advisor representative and holds both Series 63 and Series 65 licenses. Stephanie’s previous roles have included working with Morgan Stanley & Co. Incorporated, Goldman, Sachs & Co., CS First Boston Corporation, and William Blair & Company. Stephanie is committed to providing personalized financial advice and guidance to help clients achieve their investment 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
05/22/2024 - Present
J.p. Morgan Securities LLC (Evanston IL)
IL
07/02/2003 - 02/13/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
NY
08/30/1996 - 08/07/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
04/28/1993 - 06/23/1994
CS FIRST BOSTON CORPORATION (NEW YORK NY)
IL
11/18/1991 - 04/27/1993
WILLIAM BLAIR & COMPANY (CHICAGO IL)
IA
Issued 05/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/09/1996
Series 3 - National Commodity Futures Examination
BC
Issued 08/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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