Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wanda? Claim Your ProfileWanda Stapley is an investment advisor representative at Juncture Wealth Strategies, LLC in Scottsdale, Arizona. Wanda has been in the financial services industry since 1989. Wanda has a Series 7, Series 63, and Series 65 license. Wanda has experience with financial planning, portfolio management, and pension consulting.
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.
Helps you choose top advisors aligned with your financial goals.
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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AZ
10/24/2018 - Present
Juncture Wealth Strategies, LLC (SCOTTSDALE AZ)
AZ
11/05/2010 - 11/17/2017
PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)
AZ
07/11/2001 - 11/16/2010
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
CA
01/31/2001 - 07/11/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
AZ
01/17/1997 - 01/09/2001
J. W. GARRETT AND COMPANY (PHOENIX AZ)
MO
05/01/1996 - 12/17/1996
EVEREN SECURITIES, INC. (ST. LOUIS MO)
CO
09/20/1995 - 02/08/1996
D.E. FREY & COMPANY, INC. (DENVER CO)
AZ
09/26/1994 - 09/26/1995
LAWSON FINANCIAL CORPORATION (PHOENIX AZ)
TX
09/09/1992 - 09/02/1994
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
AZ
08/03/1990 - 08/31/1992
J. W. GARRETT AND COMPANY (PHOENIX AZ)
NA
10/25/1989 - 06/08/1990
BOETTCHER & COMPANY, INC.
IA
Issued 02/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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