Stephanie Renee Thompson

Current Employers

Employment History

• 08/2007 → 08/2017
  Metlife Securities Inc
  Downers Grove, IL
• 03/2017 → 08/2017
  Mml Investors Services, Llc
  Downers Grove, IL
• 08/2017 → 01/2024
  Woodbury Financial Services Inc
  Lombard, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Lombard, IL

Previous Registrations

• 2017-08-11 → 2024-01-19
  Woodbury Financial Services, Inc.
  Lombard, IL
• 2017-03-25 → 2017-08-18
  Mml Investors Services, Llc
  Lombard, IL
  Lisle, IL
• 2014-03-18 → 2017-03-25
  Msi Financial Services, Inc.
  Oak Brook, IL
  Downers Grove, IL
  Lombard, IL

Other Businesses

1. LT FAMILY FINANCIAL POSITION: Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/01/2007 ADDRESS: 1919 S HIGHLAND AVE, B328, Lombard IL 60148, United States DESCRIPTION: I sell traditional insurance products including life, health, disability, long term care disability as Stephanie Thompson and LT Family Financial, Inc. 2. SPECIAL NEEDS MOM SQUAD POSITION: Owner/Consultant NATURE: Special Needs Planning for families, therapists and teachers. Introducing alliance members (attorneys, CPAs, other therapsits) for families in need. Seeking to establish as Corporation. I am currently studying for my ChSNC and have fulfilled training directly with Metlife insurance Company and am approved with Mass Mutual Life Insurance Company as a Special Needs Planner INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 2 START DATE: 04/02/2018 ADDRESS: 1919 S HIGHLAND AVE, B328, Lombard IL 60148, United States DESCRIPTION: Offering special needs consulting to families with individuals with disabilities. Provide resources of other professional (therapist, attorney, cpa, etc) for clients to collaborate with. Provide direct links to outside web addresses (social security enrollment, etc) Create sensory friendly events through out community. Current President of the non for profit organization and currently applying for a 501c3 status.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-15
• S63 Uniform Securities Agent State Law Examination
  2006-02-09

Other Names

• Stephanie Renee' Hodge
• Stephanie Renee Hodge