Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie McFadden is a financial advisor with Edward Jones. Stephanie has been in the industry since 1998 and has a wide range of experience in financial planning, portfolio management, and investment advice. Stephanie is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 24, Series 63 and Series 65 licenses. Stephanie has a Bachelor of Science degree in Business Administration from the University of Missouri-St. Louis. Stephanie is committed to providing her clients with personalized financial advice and helping them achieve their financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
12/11/2018 - Present
Edward Jones (LAKE ST LOUIS MO)
NC
03/06/2017 - 04/05/2017
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
NY
12/11/2004 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
03/25/2002 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
CA
06/29/2000 - 04/02/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
09/09/1998 - 07/18/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/09/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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