Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Michelle Cronic is a financial advisor with over 20 years of experience in the financial services industry. Stephanie is currently registered with Wells Fargo Clearing Services, LLC and is based in Athens, Georgia. Prior to joining Wells Fargo, Stephanie worked with Morgan Stanley and Morgan Keegan & Company, Inc. in Athens and UBS PaineWebber Inc. in Weehawken, New Jersey. Stephanie has a strong background in providing a variety of financial services, including portfolio management, investment consulting, and financial planning. She holds the Series 7 and Series 63 licenses, and the SIE exam. Stephanie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
GA
09/25/2015 - Present
Wells Fargo Clearing Services, LLC (ATHENS GA)
GA
08/18/2011 - 09/29/2015
MORGAN STANLEY (ATHENS GA)
GA
02/14/2002 - 06/29/2011
MORGAN KEEGAN & COMPANY, INC. (ATHENS GA)
NJ
08/14/2000 - 03/12/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
04/21/1998 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 05/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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