Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Strunc Reese is a registered representative with Edward Jones. Stephanie has been in the financial industry since November 15, 2018. Stephanie is registered in 9 states, including Alabama, California, Indiana, Kansas, Louisiana, Nevada, Oklahoma, Texas, and Texas for investment advisory services. Stephanie has earned the Series 7TO, Series 66, and the SIE licenses. Stephanie is a limited partner in several rental properties in Texas and is the president of Academy of Fine Arts, Inc., a dance and gymnastics studio in Ennis, Texas. Stephanie has been employed by Edward Jones since October 2018 and previously worked for various organizations in Ennis, Corsicana, and Westlake, including GO! Dance & Gymnastics Studios, GO! Academy, Navarro College, and Equity Trust Company. Stephanie specializes in financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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.
See schedule d - miscellaneous
1
2
TX
12/17/2018 - Present
Edward Jones (CEDAR HILL TX)
BOTH
Issued 12/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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