Stefanie K. Pickard
Professional summary
Stefanie Kathleen Pickard, CFP®, who also goes by Stefanie Pickard, Stephanie Pickard, Stefanie Kathleen Thiel, is a registered financial advisor currently at OLD GROWTH FINANCIAL LLC located in Portland, Oregon.
Stefanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Stefanie has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stefanie Kathleen Pickard's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
June 1, 2021 - Present
OLD GROWTH FINANCIAL LLC
Office #1: 3759 Ne Mlk Blvd, Portland, OR 97212December 13, 2019 - December 1, 2020
JOHNSTONE BROKERAGE SERVICES, LLC
November 18, 2019 - December 1, 2020
JOHNSTONE FINANCIAL ADVISORS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/1/2021)
Exams
Series 7TO
Date: 12/13/2019
General Securities Representative ExaminationCurrent Firm
OLD GROWTH FINANCIAL LLC
CRD#: 313025 / SEC#:
Contact information
Red Flags
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