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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 Sue Fisher has been in the financial services industry since July 1995. She is currently registered with Morgan Stanley, where she is a Registered Representative (Series 7) and Investment Adviser Representative (Series 65). Stephanie Fisher has previously worked for Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. She holds a Series 63 license and a Series 65 license. Stephanie Fisher is a licensed financial advisor who works with individual clients and institutions. She has a variety of experience in the financial services industry, including working with clients in a variety of industries, including insurance companies, investment companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, and other investment advisors. Stephanie Fisher provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WV
06/01/2009 - Present
Morgan Stanley (CHARLESTON WV)
WV
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHARLESTON WV)
WV
02/15/1996 - 04/02/2007
MORGAN STANLEY DW INC. (CHARLESTON WV)
MN
07/14/1995 - 02/12/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/14/1995 - 02/12/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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