Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Tsang is a financial advisor with Cetera Investment Advisers LLC. Stephanie is a Certified Financial Planner and Chartered Financial Consultant. Stephanie has been in the financial services industry since 2006 and holds Series 66, Series 7, and SIE licenses. Stephanie is registered to provide financial advice in Arizona, California, Texas, and other states. Stephanie specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Stephanie is also an agent/broker for North Star Consultants & North Star Brokerage.
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
AZ
08/10/2023 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
CA
02/03/2006 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (San Diego CA)
CA
02/03/2006 - 10/20/2021
CRI SECURITIES, LLC (SAN DIEGO CA)
BOTH
Issued 03/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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