Stephanie GigerCRD Number: 5322594
Current Firm: Fidelity Personal And Workplace Advisors
Stephanie Giger (CRD# 5322594) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 13 years of experience in the finance industry.
Hedgefield Wealth Management LLC
Td Ameritrade, Inc.
Td Ameritrade, Inc.
|Fidelity Brokerage Services LLC||Wetlake, TX||Jun 2020 - Current||< 1|
|Fidelity Investments Institutional Services Company, Inc.||Westlake, TX||Apr 2012 - Jun 2020||8|
|Bbva Compass Investment Solutions, Inc.||Southlake, TX||Mar 2010 - Apr 2012||2|
|Bbva Compass||Southlake, TX||Jan 2010 - Apr 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S66||NASAA Uniform Combined State Law Examination||Jul 2020|
Total Assets Under Management453,297MILLIONS
Total Number of Accounts1,038,219ACCOUNTS
Average Account Value$436,610
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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