Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Simmons is an Investment Advisor Representative at Ballentine Partners, LLC. Stephanie has been in the industry since 2016 and has extensive experience in financial planning, portfolio management, and educational seminars. Stephanie is dedicated to providing her clients with personalized investment solutions and guiding them towards their financial goals. Stephanie holds a Series 65 license and has a strong understanding of investment strategies. Stephanie is committed to building long-term relationships with her clients and providing them with the highest level of service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Project fees
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MA
10/29/2024 - Present
Ballentine Partners (Waltham MA)
IA
Issued 04/01/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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