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50,030 Results
Unclaimed

RBC Capital Markets, LLC

location

WEST HARTFORD, CT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Jean Bottino is a financial advisor with RBC Capital Markets, LLC. She is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 63, Series 65 and Series 66 licenses. Stephanie has been working in the financial services industry since 2010. Her previous employers include MML Investors Services, LLC, MSI Financial Services, Inc., Lincoln Financial Advisors Corporation, Cambridge Investment Research, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Prudential Securities Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

DENVER, CO

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Palma Aragon is an investment advisor representative currently associated with Robert W. Baird & Co. Inc.. Stephanie has been in the industry since 2015. Stephanie holds the Series 7, Series 63, and Series 66 licenses as well as the SIE exam designation. Stephanie has experience with a range of financial products including mutual funds, variable annuities, life insurance, fixed annuities, and retirement planning. Stephanie specializes in investments for high net worth individuals and families. Stephanie also has experience working with institutional clients, including corporations and charitable organizations. Prior to joining Baird, Stephanie worked at Morgan Stanley and TD Ameritrade.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

CHICO, CA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Fitzpatrick is a registered representative with Stifel, Nicolaus & Company, Inc., a firm with over $149 billion in assets under management. Stephanie's expertise includes providing financial planning, pension consulting, educational seminars, and selection of other advisors. Stephanie has been active in the financial services industry since October 20, 2011, and is licensed in 47 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Pittsburgh - Wexford, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Lucia Domasky is a registered representative with Robert W. Baird & Co. Inc., and has been in the industry since May 2015. Stephanie is licensed in 14 states and the District of Columbia. Stephanie previously worked at Hefren-Tillotson, Inc., also based in Pittsburgh, PA. Stephanie has experience providing investment advice for individuals, businesses, corporations, insurance companies, high-net-worth clients, and pension plans. Stephanie offers a variety of advisory services, including portfolio management, financial planning, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

EDINA, MN

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Phyllis Betz is a registered investment advisor representative for RBC Capital Markets, LLC, a firm that manages over $50 billion in assets. Stephanie Phyllis Betz is registered in 34 states and is licensed to provide investment advisory services to individuals, corporations, and other entities. Stephanie Phyllis Betz is also licensed to provide investment advisory services to insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Leigh Rita is a financial advisor with Vanguard Advisers, Inc. located in Malvern, PA. She is a registered representative in Pennsylvania and Texas. Stephanie has been in the financial services industry since 2017. Her experience includes financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals and pooled investment vehicles. Stephanie is licensed to offer securities products and services through Vanguard Advisers, Inc.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

CLIVE, IA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Jean Buscher is a registered representative at RBC Capital Markets, LLC. Stephanie has been in the financial services industry since May 1998 and has a strong track record of success. Stephanie is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals. Stephanie is dedicated to helping her clients build a strong financial foundation and achieve their financial dreams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hunter Lewis LLC | CFA ® (Certifications)

location

CROZET, VA

0 Disclosures

ADVISOR BIO

Stephanie Bosserman is a registered investment advisor representative at Hunter Lewis LLC in CROZET, VA. Stephanie has been working in the financial services industry since 1996 and has a background in providing investment administration and supervisory services to a single family office. Stephanie is a Chartered Financial Analyst and specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Beacon Pointe Advisors, LLC

location

MT. PLEASANT, SC

0 Disclosures

ADVISOR BIO

Stephanie Mackara is a financial advisor with Beacon Pointe Advisors, LLC. Stephanie is a Registered Investment Advisor Representative and has been in the financial industry since 1996. Stephanie has experience working with a wide range of clients including individuals, families, businesses, and institutions. Stephanie specializes in providing financial planning, investment management, and retirement planning services. Stephanie holds Series 7, Series 24, and Series 63 licenses and has a background in financial services. Stephanie has been with Beacon Pointe Advisors, LLC since 2024.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

GARDEN CITY, NY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Stephanie Doreen Sullivan is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Stephanie has been working in the financial industry since May 30, 2021. Stephanie holds the Series 7TO, Series 63 and SIE securities licenses. Stephanie has experience in various financial services areas including financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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