Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Suzanne Buck has been in the financial services industry since June 22, 1993. Stephanie is currently registered with Edward Jones, a firm with a vast network of financial advisors and a strong reputation for client service. Prior to joining Edward Jones, Stephanie held positions at Robert W. Baird & Co. Incorporated, ARI Financial Services, Inc., LPL Financial LLC, and Waddell & Reed, Inc. Stephanie's experience, knowledge and commitment to her clients are evident in her dedication to providing comprehensive financial planning and investment management services.
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
MO
07/08/2024 - Present
Edward Jones (EXCELSIOR SPRINGS MO)
MO
12/17/2012 - 11/03/2020
ROBERT W. BAIRD & CO. INCORPORATED (KANSAS CITY MO)
KS
10/18/2012 - 12/20/2012
ARI FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
10/11/2011 - 03/28/2012
ARI FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
CA
09/27/2006 - 10/03/2011
LPL FINANCIAL LLC (SAN DIEGO CA)
KS
11/21/1988 - 05/26/2006
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 06/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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