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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Renae Hancock is a Registered Representative and Investment Advisor Representative with over 28 years of experience in the financial services industry. Stephanie is currently registered with LPL Financial LLC and Hancock Wealth Advisory. She has held previous registrations with Mutual Service Corporation, American Express Financial Advisors Inc., IDS Life Insurance Company and The Great-West Life Assurance Company. Stephanie holds the Series 6, 7, 24, 63, and 66 licenses, as well as the SIE exam. She is also a Certified Financial Planner. Stephanie specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and corporations. Her primary focus is on retirement planning, investment management, and estate planning.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
02/14/2001 - Present
LPL Financial LLC (CULVER CITY CA)
MA
01/05/1999 - 07/08/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
MN
01/30/1996 - 12/07/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/30/1996 - 12/07/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CO
08/19/1994 - 04/04/1996
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
BOTH
Issued 01/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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