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 Ford is a financial advisor with over 13 years of experience in the industry. Stephanie is registered with Householder Group Estate & Retirement Specialists and has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Stephanie is also a registered investment advisor with Householder Group Estate & Retirement Specialists. Stephanie has a comprehensive understanding of financial planning and portfolio management, and she is committed to providing her clients with personalized financial guidance.
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.
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.
Portion of third party manager fees
1
2
AZ
01/04/2023 - Present
Householder Group Estate & Retirement Specialists (TUCSON AZ)
AZ
04/02/2020 - 01/18/2023
GREENBERG FINANCIAL GROUP (TUCSON AZ)
AZ
01/03/2011 - 03/31/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (TUCSON AZ)
AZ
12/12/2008 - 11/18/2009
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
BOTH
Issued 10/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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