Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Renee Hoffman is a registered representative with Wells Fargo Clearing Services, LLC. Stephanie has been in the industry since 1990. Stephanie is also registered as an investment adviser representative with Wells Fargo Clearing Services, LLC in Illinois and Texas. Stephanie holds FINRA Series 63, 66, and 7 licenses as well as the SIE. Stephanie has a proven track record of success in the financial services industry, with over 30 years of experience. Stephanie is dedicated to providing her clients with personalized financial advice and guidance. Stephanie works with a variety of clients, including individuals, families, businesses, and institutions.
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
IL
11/30/2010 - Present
Wells Fargo Clearing Services, LLC (BLOOMINGTON IL)
NA
04/24/1990 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
BOTH
Issued 08/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
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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