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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Brown is a registered investment advisor representative at Morgan Stanley with 23 years of experience in the industry. She specializes in providing financial planning and investment advice to individuals and families, corporations, and charitable organizations. Stephanie also provides portfolio management services to individuals, families, businesses, and investment companies. She is licensed to provide investment advice in 27 states and is a Registered Representative and Investment Advisor Representative with the firm. Stephanie's experience and expertise allows her to tailor investment strategies to meet the unique needs of each client. Stephanie has a deep understanding of the markets and a commitment to delivering personalized service.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
06/01/2009 - Present
Morgan Stanley (Paramus NJ)
NJ
03/20/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
IA
Issued 08/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2000
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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