Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Baker-estrella is a financial advisor with Edward Jones, a firm with over 22,000 registered representatives across the United States. Stephanie has been working in the financial services industry since 2000 and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. She is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Stephanie is registered with the state of Texas, and she also holds the Series 7, Series 66, and SIE licenses. Stephanie Baker-estrella is dedicated to helping her clients build a strong financial foundation and achieve their long-term 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
FL
03/12/2019 - Present
Edward Jones (LIVE OAK FL)
FL
02/08/2007 - 03/29/2007
TRANSAM SECURITIES, INC. (GAINESVILLE FL)
FL
12/01/2005 - 08/15/2006
SUNTRUST INVESTMENT SERVICES, INC. (GAINESVILLE FL)
IA
09/24/2004 - 10/24/2005
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NE
03/08/2004 - 05/25/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
FL
03/14/2003 - 07/08/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
AL
04/18/2001 - 03/01/2003
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
MN
09/26/2000 - 05/02/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/26/2000 - 05/02/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Stephanie Baker-estrella is the right advisor for you? Invested Better is here to help.
