Unclaimed
Stephanie Renee Goucher has been active in the financial industry since May 1992 and is a Certified Financial Planner. Stephanie is currently registered as an Investment Advisor Representative with Cetera Investment Advisers LLC, and also holds registrations with the state of Kansas and Texas. Stephanie has prior experience with several other financial firms, including ING Financial Partners, Inc., Securities America, Inc., FSC Securities Corporation, and Cigna Financial Advisors, Inc. She possesses several licenses and registrations including Series 6, 7, 63, and 65 licenses, as well as state registrations in Arizona, California, Colorado, Florida, Georgia, Kansas, Minnesota, Missouri, Nebraska, New Mexico, Texas, and Wyoming. Stephanie provides financial planning, portfolio management, educational seminars and selection of other advisors. In addition to her financial advisory work, Stephanie is the President/Owner of Cornerstone Financial Programs Inc., a fixed insurance company.
LENEXA, KS
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.
1
2
KS
03/21/2024 - Present
Cetera Investment Advisers LLC (LENEXA KS)
CT
02/09/1998 - 08/02/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
NE
07/19/1995 - 02/09/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
04/04/1994 - 07/19/1995
FSC SECURITIES CORPORATION (ATLANTA GA)
PA
01/21/1994 - 03/11/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
PA
02/10/1992 - 11/22/1993
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/6/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 2/6/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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