Stephanie
Amieva
Navy Federal Investment Services, LLC
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About this Advisor
Stephanie Amieva is a financial advisor based out of San Diego, California with a total of 2 years of relevant experience. Amieva is on the advisory team at Navy Federal Investment Services, LLC. During their career, Amieva has held roles at First Command Financial Planning, Navsup, Home Depot, Discover Hawaii Tours, Elite Concierge, Doubletree Alana Waikiki Hotel, Expedia, First Command, Navy Federal Financial Group, LLC, Navy Federal Investment Services, LLC and Navy Gateway Inns & Suites. Amieva maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona, California, Colorado and Washington. Navy Federal Investment Services, LLC is a registered investment firm based out of Vienna, VA. It has offices in 67 locations and a total of 136 financial advisors. It controls $852 million in assets among its 51,299 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Navy Federal Investment Services, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on the type of services provided. However, fees billed by Navy Federal Investment Services, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Navy Federal Investment Services, LLC Brokerage Details
$852,387,830
136
51,299
$16,616
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Stephanie Amieva Work History
Stephanie has been registered as a financial advisor for 2 years.*
Navy Federal Financial Group, LLC
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC
Navy Federal Financial Group, LLC
First Command
First Command
First Command
Navy Federal Financial Group, LLC
Navy Federal Investment Services, LLC
First Command Financial Planning
Navy Gateway Inns & Suites
Navsup
Home Depot
Doubletree Alana Waikiki Hotel
Discover Hawaii Tours
Elite Concierge
Expedia
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephanie Amieva to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Navy Federal Investment Services, LLC
Pensacola, FL
Pensacola, FL
Aurora, CO
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
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