Wendy Elizabeth Stefani

Current Employers

Employment History

• 10/2011 → Present
  Jewel Financial
  Portland, OR
• 09/2014 → Present
  Voya Financial Advisors
  Portland, OR
• 02/2015 → Present
  Lewis Stefani Group
  Portland, OR

Previous Registrations

• 2003-07-02 → 2011-01-03
  Voya Financial Partners, Llc
  Portland, OR
  Portland, OR

Other Businesses

NAME OF ENTITY:JEWEL FINANCIAL; No; 5331 S MACADAM AVE STE 207; PORTLAND; OR; 97239; ; DBA - FOR BUSINESS EXPENSES; OWNER; 10/5/2011; 0; 0; DBA FOR BANK ACCOUNT FOR BUSINESS EXPENSES.|NAME OF ENTITY:WENDY STEFANI-NOTARY; No; 5331 S MACADAM AVE STE 207; PORTLAND; OR; 97239; NOTARY PUBLIC; NOTARY; 10/1/2011; 4; 4; NOTARIZE DOCUMENTS|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 5331 S MACADAM AVE STE 207; PORTLAND; OR; 97239; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 10/21/2009; 2; 2; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:CHRISTMAS FOR KIDS FOUNDATION; No; 193636 WILLAMETTE DRIVE #251; WEST LINN; OR; 97068; NON-PROFIT ORGANIZATION; VICE PRESIDENT; 1/1/2004; 10; 5; SCHOOL SELECTION & LIASON WITH COUNSELORS|NAME OF ENTITY:Lewis Stefani Group; Yes; 5331 S MACADAM AVE STE 207; PORTLAND; OR; 97239; Financial Services / DBA; Financial Advisor; 2/9/2015; 160; 160; Sale of fixed insurance, securities, and investment products.|

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-23
• S63 Uniform Securities Agent State Law Examination
  1990-03-26

Other Names

• Wendy Elizabeth Stefani
• Wendy Elizabeth Strait
• Wendy Elizabeth Hybskmann
• Wendy Elizabeth Strait