Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Stanfield is a financial advisor with Cetera Investment Advisers LLC in Tampa, Florida. Stephanie has been in the financial services industry since March 2004. Prior to joining Cetera, Stephanie worked for SunTrust Investment Services, Inc., BB&T Investment Services, Inc., National Financial Services LLC, PNC Capital Markets, Inc., and J.J.B. Hilliard, W.L. Lyons, Inc. Stephanie holds Series 7, 24 and 66 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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2
FL
02/06/2017 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
12/11/2013 - 04/14/2015
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
GA
06/02/2010 - 10/28/2013
BB&T INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
11/09/2007 - 04/21/2010
NATIONAL FINANCIAL SERVICES LLC (ATLANTA GA)
GA
02/23/2004 - 01/10/2007
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
PA
06/16/2001 - 12/14/2001
PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)
KY
03/21/2001 - 06/16/2001
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NC
12/16/1997 - 09/01/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 12/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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