Verified recordFinancial Services

Mike Stephani

Financial Advisor at Raymond James

Based in Sturgeon Bay, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Sturgeon Bay

Industry

Financial Services

Company size

19K

Contact information

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Email

1 credit

m•••••••@raymondjames.com

Phone

5 credits

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Background

About Mike Stephani

My past experience has always taught me the most important role I provide is doing the correct thing for the end client. This has always worked for me over my thirty-five years of professional experience. Trust is the foundation of our financial advisory business. Putting the client first, providing unsurpassed service and quality investment advice helps align you to your goals.Specialties: I am an Accredited Asset Management Specialist. This helps me to make sure my clients are properly invested in the market.

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