Unclaimed
Stephanie Lynn Armbruster is a financial advisor with Foreside Fund Services, LLC, a firm based in Cedar Rapids, IA. Stephanie is currently registered to conduct business in Iowa. She has been working in the financial services industry since December 18, 2004. Stephanie has passed the Series 66, Series 7, and SIE exams. She was previously employed by Transamerica Financial Advisors, Inc. and Goldman, Sachs & Co.
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.
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.
1
2
IA
09/22/2016 - Present
Foreside Fund Services, LLC (Cedar Rapids IA)
IA
04/09/2014 - 09/06/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CEDAR RAPIDS IA)
NY
03/17/2003 - 07/19/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 04/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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