Stephanie Miller (CRD# 4733654) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Macungie, PA and has over 20 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Macungie, PA | May 2023 - Current | 1 |
| Ameriprise Financial Services | Macungie, PA | May 2023 - May 2023 | < 1 |
| Edward Jones | Allentown, PA | Sep 2015 - May 2023 | 7 |
| Ameriprise Financial Services, LLC | Macungie, PA | Mar 2020 - Mar 2020 | < 1 |
| Santander Securities LLC | Guaynabo, PR | Jul 2014 - Sep 2015 | 1 |
| Santander Bank Na | Shillington, PA | Jun 2014 - Sep 2015 | 1 |
| First Catholic Slovak Union | Allentown, PA | Mar 2013 - Jun 2014 | 1 |
| Lock Ridge Group, LLC | Allentown, PA | Jan 2013 - Jun 2014 | 1 |
| Insurance-non Variable | Allentown, PA | May 2011 - Jun 2014 | 3 |
| Raymondj James Financial Services, Inc. | Allentown, PA | Mar 2011 - Jun 2014 | 3 |
| Aflac | Allentown, PA | Mar 2011 - Jun 2014 | 3 |
| Raymond James Financial Services Advisors | Allentown, PA | Mar 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2004 |
- PA
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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