Stephanie HavensCRD Number: 6336574
Current Firm: Edward Jones
Stephanie Havens (CRD# 6336574) is an Investment Advisor Representative working at Edward Jones in Albany, NY and has over 2 years of experience in the finance industry.
Dutch Asset Corporation
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
|Edward Jones||St Louis, MO||Jun 2014 - Current||3|
|The Riddell Group LLC||Albany, NY||Nov 2010 - May 2014||3|
|Recovery Sports Grill||Troy, NY||Nov 2010 - Feb 2012||1|
|New York State Senate - Senator Jeff Klein||Albany, NY||Feb 2009 - Nov 2010||1|
|Professional Insurance Agents Association||Glenmont, NY||Nov 2007 - Feb 2009||1|
|Smokey Bones Bbq||Colonie, NY||Aug 2006 - Feb 2009||2|
|New York State Assembly - Assemblyman Mike Cole||Albany, NY||Jan 2007 - Jun 2007||< 1|
|American Eagle Outfitters||Albany, NY||Jul 2006 - Dec 2006||< 1|
|Friendlys Restaurant||Albany, NY||Aug 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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