Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Reese is a financial professional with over 19 years of experience in the industry. Currently, Stephanie is registered with Pensionmark Securities, LLC in Newport Beach, CA. Previously, Stephanie was associated with CAPFINANCIAL SECURITIES, LLC. in Santa Ana, CA, Signator Investors, Inc. in Santa Ana, CA and Signator Financial Services, Inc. in Santa Ana, CA. Stephanie holds a Series 6, Series 63, and SIE license.
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.
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.
1
2
CA
09/01/2017 - Present
Pensionmark Securities, LLC (Newport Beach CA)
CA
02/03/2016 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Santa Ana CA)
CA
12/28/2015 - 02/25/2016
SIGNATOR INVESTORS, INC. (SANTA ANA CA)
CA
09/23/2009 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (SANTA ANA CA)
CA
01/07/2004 - 02/19/2009
SIGNATOR INVESTORS, INC. (ANAHEIM CA)
AZ
06/12/2003 - 09/09/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 08/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephanie Reese is the right advisor for you? Invested Better is here to help.
