Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Searer is a financial advisor with Raymond James Financial Services, Inc. located in Scottsdale, Arizona. Stephanie has been working in the financial industry since 2012 and has a strong track record of providing excellent service to her clients. She is registered with both FINRA and the state of Arizona. Stephanie holds Series 6, 63, and SIE licenses and has extensive experience in the investment company products/variable contracts space.
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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AZ
01/06/2022 - Present
Raymond James Financial Services, Inc. (Scottsdale AZ)
AZ
05/16/2013 - 05/07/2021
BBVA SECURITIES INC. (PHOENIX AZ)
AZ
09/20/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SCOTTSDALE AZ)
AZ
07/08/2009 - 11/10/2010
CHASE INVESTMENT SERVICES CORP. (SCOTTSDALE AZ)
BC
Issued 07/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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