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Stephanie Anderson

10 Years of Experience
Cedar Rapids, IA
1 DisclosureBrokerSells Insurance

Stephanie Anderson is a registered investment advisor, based in Cedar Rapids, IA, with 10 years of industry experience.

Location

1630 42nd St NE, Suite E, Cedar Rapids, IA, 52402

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History

Regulatory History (1)
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Customer Dispute
April 2025
Settled
Other Business ActivitiesSells Insurance

Stephanie is an associate with Legal Shield selling various insurance products, dedicating minimal time. She also owns Pulse Financial Services, a financial services DBA, spending nearly full-time hours on it, including significant time during trading hours, and is involved with SNAnderson, Cocktails and Chemo, and Mercy EAP.

Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
First Allied Advisory Services, INC.
January 2016 - November 2020 · 4 yrs 10 mos
First Allied Securities, INC.Broker
January 2016 - September 2022 · 6 yrs 8 mos
State Registrations22 states
ARAZCACOCTIAILINKSLAMIMNMOMSNENMORSCSDTXVAWI
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.
Stephanie Anderson - Financial Advisor | TrueAdvisor