Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Campbell is a financial advisor with over 20 years of experience in the financial services industry. Stephanie currently works for Wells Fargo Advisors Financial Network, LLC, and is registered with the state of Oregon. Stephanie holds the Series 7, Series 63 and Series 65 licenses. Stephanie has been a registered representative for Wells Fargo Clearing Services, LLC since 2011, and previously worked at Wells Fargo Investments, LLC, UBS Financial Services Inc., and Prudential Securities Incorporated. Stephanie specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
Investment consulting services to institutional clients
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.
1
2
OR
03/26/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LAKE OSWEGO OR)
OR
01/03/2011 - 03/21/2024
WELLS FARGO CLEARING SERVICES, LLC (BEAVERTON OR)
OR
03/25/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
OR
08/06/2004 - 03/31/2008
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
NJ
12/11/2002 - 04/22/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/23/2001 - 05/22/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/01/2000 - 12/07/2000
MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)
MO
07/29/1998 - 02/10/2000
JWGENESIS FINANCIAL SERVICES, INC. (ST. LOUIS MO)
IA
Issued 11/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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