Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Morley is an active investment advisor representative with &partners, headquartered in Nashville, TN. Stephanie has been in the industry since 2016 and holds Series 6, 7, 63, 66, and SIE licenses. Stephanie previously worked at Citizens Securities, INC. in Greensburg, PA. Stephanie Morley is registered with and regulated by the state of Pennsylvania and Texas.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
09/25/2024 - Present
&partners (NASHVILLE TN)
PA
12/07/2016 - 07/06/2018
CITIZENS SECURITIES, INC. (GREENSBURG PA)
BOTH
Issued 08/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2016
Series 6 - Investment Company Products/Variable Contracts 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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