Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Lynn Davis is a financial advisor with over 12 years of experience in the financial services industry. Stephanie is currently registered with LPL Financial LLC and Henderson Financial Group LLC. Stephanie has a strong track record of providing comprehensive financial planning and investment management services to a diverse clientele. She has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Stephanie has previously held positions with Northwestern Mutual Investment Services, LLC, Raymond James Financial Services, Inc., Ameriprise Financial Services, Inc., Waddell & Reed, Inc., and KMS Financial Services, Inc. Stephanie is committed to providing her clients with the highest level of service and support.
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.
Consulting and other non-discretionary advisory services
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.
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2
VA
02/03/2021 - Present
LPL Financial LLC (VIRGINIA BEACH VA)
VA
10/30/2019 - 02/01/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Virginia Bch VA)
WA
10/16/2017 - 05/15/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAMMAMISH WA)
WA
11/12/2010 - 09/23/2016
AMERIPRISE FINANCIAL SERVICES, INC. (YAKIMA WA)
WA
06/29/2010 - 11/17/2010
WADDELL & REED, INC. (BELLEVUE WA)
WA
12/18/2006 - 05/05/2010
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
BOTH
Issued 09/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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