Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Michaelle Lee is a financial professional registered with U.S. Bancorp Investments, Inc. in Richmond Heights, OH. Stephanie is a Series 63, Series 6TO, and SIE licensed professional. Stephanie has been in the financial industry for 132 days and is active in the securities industry.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
06/28/2024 - Present
U.s. Bancorp Investments, Inc. (Richmond Heights OH)
BC
Issued 08/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/04/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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