Stephanie Doran (CRD# 2876730) is an Investment Advisor Representative working at Northwest Financial Choices in Bellevue, WA and has over 26 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwest Financial Choices LLC | Bellevue, WA | Apr 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1997 |
- WA
-
Total Assets Under Management61MILLIONS
-
Total Number of Accounts390ACCOUNTS
-
Average Account Value$156,410
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
VA, WA
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