Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Roberts has been in the financial services industry since 2010 and is currently a registered representative with Cetera Advisor Networks LLC. Stephanie is licensed in Nebraska and holds a Series 7, Series 24, Series 63, and SIE licenses. Stephanie has previously worked for BANCWEST INVESTMENT SERVICES, INC. and TD AMERITRADE, INC.
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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NE
09/14/2021 - Present
Cetera Advisor Networks LLC (OMAHA NE)
NE
03/02/2021 - 07/30/2021
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
10/16/2018 - 01/06/2021
TD AMERITRADE, INC. (OMAHA NE)
NE
05/28/2008 - 04/19/2017
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 06/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 04/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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