Stephanie BlakesCRD Number: 3083697
Current Firm: Seren Wealth Advisors, LLC
Stephanie Blakes (CRD# 3083697) is an Investment Advisor Representative working at Seren Wealth Advisors, LLC in Houston, TX and has over 5 years of experience in the finance industry. Stephanie Blakes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|Seren Wealth Advisors, LLC||Houston, TX||Jan 2016 - Current||2|
|Penn Mutual Life Ins Co||Horsham, PA||Feb 2013 - Current||5|
|Sole Proprietor||Houston, TX||Feb 2013 - Current||5|
|Champions Real Estate Group||Houston, TX||Jul 2011 - Current||6|
|Hornor Townsend & Kent Inc.||Horsham, PA||Mar 2013 - Mar 2016||3|
|Horner Townsend & Kent Inc.||Horsham, PA||Mar 2013 - Mar 2016||3|
|Freedommap||Houston, TX||Apr 2014 - Feb 2016||1|
|Wealth Development Strategies Investment Advisory Inc.||Houston, TX||May 2013 - Feb 2016||2|
|Wealth Development Strategies||Houston, TX||Dec 2012 - Feb 2016||3|
|Wealthephiphany||Houston, TX||Nov 2011 - Dec 2012||1|
|Cindy Wingo Realtors Inc.||Houston, TX||Nov 2006 - Jul 2011||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management7MILLIONS
Total Number of Accounts40ACCOUNTS
Average Account Value$181,125
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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