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 Thompson is a financial advisor with over 17 years of experience in the financial services industry. Stephanie is registered with Osaic Wealth, Inc. and holds Series 6, 63, and 65 licenses. Stephanie has a strong background in financial planning, portfolio management, and insurance. Stephanie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
IL
01/19/2024 - Present
Osaic Wealth, Inc. (LOMBARD IL)
IL
08/11/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LOMBARD IL)
IL
03/25/2017 - 08/18/2017
MML INVESTORS SERVICES, LLC (Lombard IL)
IL
08/07/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
IL
01/01/2006 - 07/31/2007
CHASE INVESTMENT SERVICES CORP. (NAPERVILLE IL)
IA
Issued 02/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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