Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie D'ippolito is a Certified Financial Planner™ professional with over 12 years of experience in the financial services industry. Stephanie is currently registered with The Clarius Group, LLC and has been with the firm since August 2024. Prior to joining The Clarius Group, LLC, Stephanie worked at FREESTONE CAPITAL MANAGEMENT, LLC, BELR CAPITAL, LLC, BRONFMAN E.L. ROTHSCHILD LP, and BAKER TILLY CAPITAL, LLC. Stephanie holds the Series 66 license.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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WA
11/08/2024 - Present
THE Clarius Group, LLC (SEATTLE WA)
Active
Inactive
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