Stephanie JolivetteCRD Number: 4435465
Current Firm: Schwab Private Client Investment Advisory, Inc.
Stephanie Jolivette (CRD# 4435465) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 16 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|Schwab Private Client Investment Advisory, Inc.||Phoneix, AZ||Jan 2012 - Current||6|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Aug 2007 - Current||10|
|Charles Schwab Bank||Phoenix, AZ||Sep 2007 - Dec 2011||4|
|Compass Brokerage||Prescott, AZ||Nov 2003 - Apr 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2001|
Total Assets Under Management74,447MILLIONS
Total Number of Accounts158,678ACCOUNTS
Average Account Value$469,169
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY