Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Johnston is a financial advisor at Fidelity Personal And Workplace Advisors. Stephanie has been in the financial industry since April 2010. Stephanie has a Series 7 and Series 66 license. Stephanie specializes in portfolio management for individuals and businesses, financial planning and educational seminars. Stephanie also holds the Certified Financial Planner designation. Stephanie is registered with the state of Illinois as a Registered Investment Advisor and a Registered Representative. Prior to joining Fidelity Personal And Workplace Advisors, Stephanie worked at Robert W. Baird & Co. Incorporated, LPL Financial LLC, Cetera Advisor Networks LLC, Ameriprise Financial Services, Inc. and Raymond James Financial Services, Inc.
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.
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.
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2
IL
09/25/2023 - Present
Fidelity Personal AND Workplace Advisors (GENEVA IL)
IL
04/17/2019 - 07/01/2023
ROBERT W. BAIRD & CO. INCORPORATED (Rockford IL)
IL
10/19/2018 - 05/10/2019
LPL FINANCIAL LLC (CRYSTAL LAKE IL)
IL
02/02/2018 - 10/22/2018
CETERA ADVISOR NETWORKS LLC (CRYSTAL LAKE IL)
IL
08/29/2016 - 02/01/2018
AMERIPRISE FINANCIAL SERVICES, INC. (ROCKFORD IL)
IL
09/02/2014 - 08/22/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROCKFORD IL)
WI
12/07/2009 - 07/11/2014
ROBERT W. BAIRD & CO. INCORPORATED (JANESVILLE WI)
BOTH
Issued 02/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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