SS
SS

Stephanie Senic

2 Years of Experience
Hillsboro, OR
Broker

Stephanie Senic is a registered investment advisor, based in Hillsboro, OR, with 2 years of industry experience.

Location

5100 NE Dawson Creek Dr, Hillsboro, OR, 97124

Get directions

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.

Learn about disclosures →
Other Business Activities

Stephanie works as a client services associate supporting a financial advisor for both Addison Avenue Investment Services and First Tech Federal Credit Union. These roles each take about half of Stephanie's time and are investment-related.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2025 - Present · 1 yr 4 mos
Raymond James Financial Services Advisors, INC
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Wells Fargo Advisors
September 2023 - January 2025 · 1 yr 4 mos
Wells Fargo Clearing Services, LLCBroker
June 2023 - January 2025 · 1 yr 7 mos
State Registrations1 state
OR
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.