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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Walker is a financial advisor with Payden & Rygel, a firm that specializes in providing investment management services to a variety of clients including corporations, individuals, and state or municipal government entities. Stephanie has been active in the financial industry since 2010 and has extensive experience in portfolio management. Stephanie holds both Series 6 and Series 7 licenses which allows her to provide financial services in California, Connecticut, Florida, Georgia, Massachusetts, Missouri, New Jersey, New York, North Carolina, South Carolina, and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio management for pension and profit sharing plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
11/03/2017 - Present
Payden & Rygel (LOS ANGELES CA)
MA
12/21/2016 - 09/06/2017
BLACKROCK INVESTMENTS, LLC (BOSTON MA)
NY
02/17/2012 - 08/18/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
MA
04/13/2010 - 12/31/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 03/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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