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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 Le Novacek is a financial advisor in Buffalo, Minnesota, with over 20 years of experience in the industry. Stephanie Le Novacek is currently registered with Wells Fargo Clearing Services, LLC and has been associated with the firm since 2011. Prior to that, Stephanie Le Novacek was registered with WELLS FARGO INVESTMENTS, LLC from 2001 to 2011. Stephanie Le Novacek holds Series 7, Series 63, and Series 65 licenses. Stephanie Le Novacek is also a Certified Financial Planner. Stephanie Le Novacek specializes in providing financial advice to individuals, businesses, and charitable organizations.
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.
Investment consulting services to institutional clients
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
MN
01/15/2014 - Present
Wells Fargo Clearing Services, LLC (BUFFALO MN)
MN
04/06/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BUFFALO MN)
IA
Issued 08/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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