Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Perkins is an investment advisor representative with Seia. Stephanie is registered with the state of California. Stephanie has worked in the investment industry since 2012. Stephanie is also a Registered Representative with Seia.
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.
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.
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.
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2
CA
07/10/2015 - Present
Seia (Newport Beach CA)
CA
11/02/2018 - 08/23/2023
OSAIC WEALTH, INC. (NEWPORT BEACH CA)
CA
09/03/2012 - 11/02/2018
SIGNATOR INVESTORS, INC. (NEWPORT BEACH CA)
BOTH
Issued 07/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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