Stefanie Nicole Swezey is an investment adviser representative (IAR) with state registration records since 2013, appearing at 6 firms. Currently registered with SOFI WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SOFI WEALTH LLC | 2021-07-01 | present | Yes |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2020-03-02 | 2021-03-26 | — |
| SCOTTRADE INVESTMENT MANAGEMENT | 2017-01-30 | 2018-03-08 | — |
| PNC WEALTH MANAGEMENT | 2016-04-08 | 2016-10-26 | — |
| CHARLES SCHWAB & CO., INC. | 2015-02-09 | 2016-03-11 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2013-11-04 | 2015-01-14 | — |