Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Treaster is a registered representative with Assetmark Brokerage, LLC. Stephanie has been in the securities industry since January 30, 2015. Stephanie holds the Series 6 and SIE licenses. Stephanie has been registered with Assetmark Brokerage, LLC since May 9, 2016.
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.
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CA
05/09/2016 - Present
Assetmark Brokerage, LLC (CONCORD CA)
IN
12/11/1996 - 03/19/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 10/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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