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Stefanie Creencia

15 Years of Experience
Fort Collins, CO
Broker

Stefanie Creencia is a registered investment advisor, based in Fort Collins, CO, with 15 years of industry experience.

Location

205 West Oak Street, Fort Collins, CO, 80521

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Stefanie works as an advisor in a bank branch for First Investments and Planning, and is also a financial advisor at First National Bank. Both activities are time-intensive, taking about half of Stefanie's time each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2015 - Present · 11 yrs 3 mos
Raymond James Financial Services, INC.Broker
June 2015 - Present · 11 yrs 3 mos
Previous Registrations
First National Capital Markets, INC.
July 2010 - June 2015 · 4 yrs 11 mos
First National Capital MarketsBroker
June 2010 - June 2015 · 5 yrs
State Registrations10 states
AZCACOFLHIIDMDNEPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.