Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Saathoff is a registered representative with Planmember Securities Corp., and is actively licensed in both Illinois and California. Stephanie has been working in the financial services industry since 2012, with experience at Edward Jones and most recently at Planmember Securities Corp. Stephanie is a Series 66, Series 7TO and SIE licensed representative. Stephanie has a history of working with a diverse clientele, including individual investors, corporations, pension plans, and charitable organizations. Stephanie offers a range of financial services including investment advisory, financial planning, educational seminars, and investment supervisory services.
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.
Provides investment supervisory services
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
CA
07/15/2024 - Present
Planmember Securities Corp. (CARPINTERIA CA)
IL
12/05/2023 - 06/21/2024
EDWARD JONES (DIXON IL)
BOTH
Issued 06/07/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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