Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Trest is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephanie has been in the financial services industry since 1998. Stephanie holds Series 7, 24 and 63 licenses. Stephanie has worked with a variety of clients, including individuals, corporations, and charitable organizations. Stephanie specializes in investment management, retirement planning, and estate planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MS
08/02/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RIDGELAND MS)
MS
09/26/2013 - 06/27/2022
LPL FINANCIAL LLC (BRANDON MS)
MS
06/02/2011 - 05/02/2012
LPL FINANCIAL LLC (JACKSON MS)
MS
06/01/2009 - 06/01/2011
MORGAN STANLEY SMITH BARNEY (JACKSON MS)
MS
08/22/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (JACKSON MS)
MS
07/13/2005 - 09/08/2008
UBS FINANCIAL SERVICES INC. (JACKSON MS)
NY
03/03/2005 - 06/28/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
07/31/2003 - 03/14/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
GA
12/07/2000 - 06/17/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
09/16/1996 - 11/29/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 05/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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