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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 Roncal is a financial advisor with Bailard, Inc., located in Foster City, California. Stephanie has been in the financial services industry since January 2003. She is a Series 65 licensed Investment Advisor Representative and is registered with the state of California, Nebraska and Texas. Stephanie specializes in providing financial planning, portfolio management and educational seminars to individuals, families, and institutions.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
03/28/2023 - Present
Bailard, Inc. (FOSTER CITY CA)
IA
Issued 12/03/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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