Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Herz is a financial advisor with Jefferies LLC, a firm based in Miami, Florida. Stephanie has been working in the financial services industry since 2018. Stephanie holds the Securities Industry Essentials Examination (SIE) and Series 79 licenses. Stephanie is registered with the state of Florida. Before working at Jefferies, Stephanie worked at ROTHCHILD & CO US INC. in New York, New York.
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.
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.
1
2
FL
09/21/2021 - Present
Jefferies LLC (MIAMI FL)
NY
11/14/2016 - 05/13/2020
ROTHSCHILD & CO US INC. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Stephanie Herz is the right advisor for you? Invested Better is here to help.
