Stephanie RolfeCRD Number: 2485829
Current Firm: Ameriprise Financial Services, LLC
Stephanie Rolfe (CRD# 2485829) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 6 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Shp Wealth Management, LLC
Sage Wealth Advisors LLC
|Ameriprise Financial Services, Inc.||Osterville, MA||Aug 2015 - Current||7|
|Jhs Capital Advisors,inc||Tampa, FL||Oct 2011 - Aug 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2016|
Total Assets Under Management414,380MILLIONS
Total Number of Accounts1,953,584ACCOUNTS
Average Account Value$212,113
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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