Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Wareheim is a financial advisor with Edward Jones, a firm based in Saint Louis, MO. She has been in the financial services industry since 2008 and holds various licenses and certifications. Stephanie has experience working with clients of all types, including individuals, families, businesses, and non-profit organizations. She provides a variety of services, including financial planning, investment management, and retirement planning.
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
MO
03/25/2019 - Present
Edward Jones (SAINT CHARLES MO)
MO
07/05/2013 - 03/07/2018
SCOTTRADE, INC. (ST LOUIS MO)
AZ
12/24/2008 - 06/18/2013
EDWARD JONES (TEMPE AZ)
BOTH
Issued 03/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/18/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2014
Series 24 - General Securities Principal Examination
BC
Issued 03/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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