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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Geller is an investment advisor representative at Miller Howard Investments Inc. Stephanie has been in the industry for over 20 years and has experience working with a variety of clients, including individuals, corporations, and institutions. Stephanie has a strong understanding of the financial markets and has a proven track record of success. Stephanie holds the Series 7, 24, 31, 63, 65 and SIE licenses and has a broad range of experience working with clients in the financial services industry.
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.
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.
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.
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FL
01/01/2025 - Present
Miller Howard Investments Inc. (BOCA RATON FL)
ME
12/28/2015 - 08/05/2020
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
NY
05/03/2013 - 12/31/2015
TANGENT CAPITAL PARTNERS, LLC (WOODSTOCK NY)
FL
06/14/2002 - 11/10/2011
NORTHERN TRUST SECURITIES, INC. (WEST PALM BEACH FL)
NY
09/21/1994 - 11/13/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 04/15/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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