Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Lynne Anderson is a financial advisor at Edward Jones. Stephanie has been in the industry for over 30 years. Stephanie is a Registered Representative and a Principal at Edward Jones. Stephanie holds Series 7, 9, 10, 24, 63 and SIE licenses and has a degree from a local university. Stephanie has a strong background in financial planning and portfolio management. Stephanie is committed to providing personalized financial advice and helping her clients reach their financial goals. Prior to joining Edward Jones, Stephanie worked as a financial advisor at Walnut Street Securities.
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
10/25/2005 - Present
Edward Jones (ST. LOUIS MO)
CA
01/02/2001 - 11/18/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MO
01/21/1987 - 01/04/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 03/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/28/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
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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