Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stori? Claim Your ProfileStori Reitzel has been in the financial services industry since December 14, 2003. Currently, Stori Reitzel is registered with Assetmark Brokerage, LLC, in Phoenix, Arizona. Previously, Stori Reitzel has held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Salomon Smith Barney Inc., and T. Rowe Price Investment Services, Inc. Stori Reitzel holds a Series 6, Series 7, and Series 63 license. Stori Reitzel has passed the SIE Exam and the Uniform Investment Adviser Law Examination.
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.
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2
AZ
04/25/2018 - Present
Assetmark Brokerage, LLC (Phoenix AZ)
CA
11/17/2014 - 10/10/2017
ASSETMARK BROKERAGE, LLC (CONCORD CA)
NY
03/19/2003 - 07/11/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/09/1998 - 03/18/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MD
12/15/1994 - 05/28/1998
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 03/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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