Unclaimed Profile

Stephanie Irene Larson

WINANS INTERNATIONAL·LAS VEGAS, Nevada

SIE, Series 7, Series 63, Series 65Clean record20 years registeredWINANS INTERNATIONAL

7251 W. LAKE MEAD BLVD., LAS VEGAS, NV 89128CRD# 5044167Firm CRD# 107125

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephanie Irene Larson · LAS VEGAS, NV

Registration

CRD #5044167 · WINANS INTERNATIONAL · 20 years registered

Brand Profile

Not yet started

Career History

WINANS INVESTMENTS

Jun 2020 – present

BAY WILLOW ADVISERS, LLC

Sep 2008 – Oct 2009

SAN DIEGO, CA

AMERIPRISE FINANCIAL SERVICES, INC.

Mar 2006 – Jul 2006

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · March 17, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINANS INTERNATIONAL

CRD 107125 · SEC 801-43327

AUM

$258M

Regulatory assets under management

Employees

503 client accounts

Services offered by WINANS INTERNATIONAL

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WINANS INTERNATIONAL →

Introduction

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Frequently Asked Questions

What services does Stephanie Irene Larson offer?

Stephanie Irene Larson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAS VEGAS, Nevada for a consultation.

What are Stephanie Irene Larson's credentials?

Stephanie Irene Larson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephanie Irene Larson located?

Stephanie Irene Larson is based in LAS VEGAS, Nevada, working with WINANS INTERNATIONAL. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.

How does Stephanie Irene Larson charge for services?

Stephanie Irene Larson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WINANS INTERNATIONAL?

WINANS INTERNATIONAL has approximately 5 employees and manages $258M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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