Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Marie bishop Smith is an investment advisor representative currently registered with Captrust in San Antonio, TX. Stephanie has been working in the financial services industry since September 2007. Stephanie has a Series 65 license and is registered in Texas as an investment advisor representative. Stephanie has a long history of working in the financial services industry and has been employed at Captrust since May 2023.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
06/28/2023 - Present
Captrust (San Antonio TX)
IA
Issued 08/01/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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