Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Yaun Vokral has been in the financial services industry for over 20 years. Stephanie is a Certified Financial Planner™ professional and holds Series 7, Series 63 and Series 65 licenses. Stephanie works with Independent Advisor Alliance, LLC to provide investment advisory services to individual investors, businesses and retirement plan clients. Stephanie also has previous experience with Wells Fargo Advisors, LLC, Allstate Financial Services, LLC and Citigroup Global Markets 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.
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.
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
SC
03/17/2014 - Present
Independent Advisor Alliance, LLC (Columbia SC)
SC
04/09/2008 - 08/06/2012
WELLS FARGO ADVISORS, LLC (COLUMBIA SC)
SC
01/11/2006 - 02/15/2007
ALLSTATE FINANCIAL SERVICES, LLC (COLUMBIA SC)
NY
09/22/1998 - 11/25/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 10/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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