Shelley Stefanits
Shelley Stefanits is a registered investment advisor at Raymond James & Associates, INC., based in Spring Lake, MI, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Spring Lake, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
First Heartland Capital, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations51 states
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