Years of Experience
5-20+ Years
CARSON, CA
19 Years Experience
0 Disclosures
ADVISOR BIO
Stephanie Valechia Hicks is a financial advisor registered with Transamerica Financial Advisors, Inc. in California and Georgia. Stephanie has been working in the financial industry since 2003. Stephanie is also an insurance agent offering Medicare services to seniors. Stephanie has experience in real estate and owns Freedom Equity, a real estate company.
SPECIALIZATIONS
GLENDALE, CA
0 Disclosures
ADVISOR BIO
Stephanie Bucko is a financial advisor with Mana Financial Life Design. Stephanie has been in the financial industry since 2010 and is registered in California, New York, and Texas. Stephanie holds the Chartered Financial Analyst designation. Stephanie is also the Chief Information Officer of Mana Management Partners dba Mana Money School, a financial education course provider.
SPECIALIZATIONS
ENCINITAS, CA
19 Years Experience
0 Disclosures
ADVISOR BIO
Stephanie Sobieck-peters is a financial advisor with LPL Financial LLC in Encinitas, California. Stephanie has been in the financial services industry since December 12, 2005. She holds the Series 63, SIE and Series 7 licenses. Stephanie has a strong track record of success in helping clients achieve their financial goals. She is committed to providing her clients with personalized financial advice and guidance. Stephanie is a member of the Financial Industry Regulatory Authority (FINRA) and is registered to provide investment advice in California.
SPECIALIZATIONS
LOS ANGELES, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Stephanie Leigh Titus is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephanie has been working in the industry since 2010, focusing on providing financial advice to individuals, businesses, and retirement plans. Stephanie has earned the Series 66, 7TO and SIE licenses.
SPECIALIZATIONS
TEMPLETON, CA
0 Disclosures
ADVISOR BIO
Stephanie Kemp is a financial advisor at Corvus Wealth Advisors LLC. Stephanie has been in the financial services industry since 2012. Stephanie has a Series 6, Series 63, Series 65 and a SIE license and holds a current registration with California. Stephanie is a volunteer with United Way and a mentor with Thrive Mentor Program.
SPECIALIZATIONS
PALM DESERT, CA
29 Years Experience
0 Disclosures
ADVISOR BIO
Stephanie Barsness is a financial advisor working with RBC Capital Markets, LLC in Palm Desert, CA. Stephanie has been in the industry since 1995 and is registered in 34 states and the District of Columbia. Stephanie specializes in providing financial advice and portfolio management for individuals, businesses, pension plans, foundations, and a variety of other entities. Stephanie holds Series 7, 9, 10, 63 and SIE licenses. Prior to joining RBC Capital Markets, LLC, Stephanie worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc.
SPECIALIZATIONS
NORTH HOLLYWOOD, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Stephanie Ceja is a registered representative with J.p. Morgan Securities LLC, licensed to provide investment advice in California. Stephanie has been in the industry since June 20, 2024, and holds the Series 63, Series 6TO and SIE licenses. Stephanie's firm, J.p. Morgan Securities LLC, is a large, diversified financial services firm headquartered in New York City. J.p. Morgan Securities LLC offers a wide range of investment products and services, including financial planning, portfolio management, and pension consulting.
SPECIALIZATIONS
FOLSOM, CA
0 Disclosures
ADVISOR BIO
Stephanie Motzkus-bakan is a financial advisor with Allworth Financial, LP in Folsom, California. Stephanie holds the Series 7 and Series 66 licenses, and is a Certified Financial Planner. She has been in the industry since 2009. Stephanie has previous experience with TD Ameritrade, Inc., Royal Alliance Associates, Inc., and Protected Investors of America. Stephanie provides financial planning, portfolio management, and pension consulting to individuals, businesses, and non-profit organizations.
SPECIALIZATIONS
Santee, CA
0 Disclosures
ADVISOR BIO
Stephanie Poche is a financial advisor with Onyx Bridge Wealth Group LLC. Stephanie has been in the industry for over 10 years and has experience providing financial advice to individuals, businesses, and retirement plans. Stephanie is registered in California as an Investment Advisor Representative.
SPECIALIZATIONS
TORRANCE, CA
4 Years Experience
0 Disclosures
ADVISOR BIO
Stephanie Kang is a financial advisor at Fidelity Personal And Workplace Advisors. Stephanie has been in the financial services industry since 2020. Stephanie is registered to provide investment advice in California and Texas. Stephanie is licensed to sell securities in 41 states. Stephanie specializes in providing financial advice to individuals, families, and businesses.
SPECIALIZATIONS