Wendy Stefani, financial advisor Portland OR

Wendy Stefani

CRD Number: 2042533
Current Firm: Voya Financial Advisors, Inc.

Wendy Stefani (CRD# 2042533) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Portland, OR and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Lewis Stefani Group Portland, OR Feb 2015 - Current 9
Voya Financial Advisors Portland, OR Sep 2014 - Current 9
Jewel Financial Portland, OR Oct 2011 - Current 12
Ing Financial Partners, Inc. Portland, OR Jan 2011 - Sep 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Wendy E. Stefani
Phone Number: 1-800-356-2906
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    2,685
    MILLIONS
  • Total Number of Accounts
    13,923
    ACCOUNTS
  • Average Account Value
    $192,831
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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