Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Watts is a registered representative of Raymond James Financial Services Advisors, Inc. with a combined 2 years of experience in the financial industry. Stephanie specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Stephanie has held previous positions at UBS Financial Services Inc. and Unified Trust Company.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KY
05/29/2024 - Present
Raymond James Financial Services Advisors, Inc. (Lexington KY)
KY
02/07/2022 - 06/10/2024
UBS FINANCIAL SERVICES INC. (LEXINGTON KY)
BOTH
Issued 04/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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