Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Lorraine Senic is a financial advisor associated with Raymond James Financial Services Advisors, Inc. Stephanie is a licensed investment advisor in Oregon and Washington. Stephanie's expertise spans various areas including financial planning, pension consulting, and portfolio management. She is committed to providing personalized services tailored to each client's individual needs. Stephanie has been working in the financial services industry since 2014, and is currently working as a client services associate.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
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2
OR
01/09/2025 - Present
Raymond James Financial Services Advisors, Inc. (Hillsboro OR)
IA
Issued 09/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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