Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Giger is a financial advisor at Fidelity Personal And Workplace Advisors. Stephanie has over 13 years of experience in the financial services industry. Stephanie is registered with the state of Texas as a Registered Representative and Investment Advisor Representative. Stephanie specializes in providing financial advice to individuals, high-net-worth individuals, corporations, businesses, pension plans, and charitable organizations. Stephanie provides a range of financial services, including financial planning, portfolio management, and educational seminars. Stephanie is committed to helping clients 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.
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.
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.
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2
TX
07/13/2020 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
05/31/2012 - 06/15/2020
FIDELITY DISTRIBUTORS COMPANY LLC (WESTLAKE TX)
TX
04/09/2010 - 05/14/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SOUTHLAKE TX)
TX
07/02/2007 - 12/24/2009
WELLS FARGO ADVISORS, LLC (IRVING TX)
BOTH
Issued 07/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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