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Stephanie Sierra Willey

Cambridge Investment Research, Inc.

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About Stephanie Sierra Willey

Stephanie Willey is a financial professional with experience in the industry since August 2018. Stephanie is currently registered with Cambridge Investment Research, Inc. and has earned the Series 99 and SIE exams.

Firm Information

Stephanie Willey is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Stephanie Willey’s Registration & Firm History

IA

08/18/2018 - Present

Cambridge Investment Research, Inc. (FAIRFIELD IA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2018

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Sierra Willey.
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