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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 Valsted is a financial advisor at Morgan Stanley, Stephanie has been in the industry since January 2003. Stephanie is licensed to provide securities and investment advice in Kentucky, Texas, and 43 other states. Stephanie also has a Series 7 and Series 66 license, as well as a SIE exam. Stephanie is a financial advisor with a broad range of experience in helping clients reach their financial goals. Stephanie specializes in providing portfolio management for individuals, businesses, and investment companies. Stephanie can also provide financial planning, pension consulting, and educational seminars.
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
KY
02/20/2020 - Present
Morgan Stanley (Louisville KY)
KY
03/10/2014 - 04/08/2015
UBS FINANCIAL SERVICES INC. (LOUISVILLE KY)
KY
10/18/2013 - 03/21/2014
MORGAN STANLEY (LOUISVILLE KY)
KY
01/09/2003 - 10/28/2013
UBS FINANCIAL SERVICES INC. (LOUISVILLE KY)
BOTH
Issued 01/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2003
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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