Inactive

Phoebe Claire Stefani

Doyenne Wealth Advisors

Claim This Profile

Current Employers

Doyenne Wealth Advisors

227 W Monroe Street Suite 4650, Chicago, IL 60606 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2022-02-09

IL RA
APPROVED

Since 2022-02-09

Branch Locations

227 W Monroe Street Suite 4650, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Lisle	IL	07/2018	10/2020
University Of Illinois At Urbana Champaign	Champaign	IL	08/2014	05/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Oak Brook	IL	06/2017	08/2017
Bank Of America, N.A.	Lisle	IL	08/2019	10/2020
Brownson, Rehmus & Foxworth, Inc.	Chicago	IL	10/2020	12/2021
Doyenne Wealth Advisors	Chicago	IL	01/2022	Present

07/2018 → 10/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lisle, IL
08/2014 → 05/2018

University Of Illinois At Urbana Champaign

Champaign, IL
06/2017 → 08/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oak Brook, IL
08/2019 → 10/2020

Bank Of America, N.A.

Lisle, IL
10/2020 → 12/2021

Brownson, Rehmus & Foxworth, Inc.

Chicago, IL
01/2022 → Present

Doyenne Wealth Advisors

Chicago, IL

Previous Registrations

2020-11-17 → 2022-01-13

Brownson, Rehmus & Foxworth, Inc.

Chicago, IL
2018-10-15 → 2020-10-21

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lisle, IL

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-12

S66 Uniform Combined State Law Examination

2018-10-12

Designations

Other Names

Phoebe C Hayes
Phoebe Hayes
Phoebe Claire Hayes

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.

PFINGSTEN PARTNERS, L.L.C.

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

GUGGENHEIM INVESTMENTS

PEKIN HARDY STRAUSS, INC.

SPIDERROCK ADVISORS, LLC

PROSPECT PARTNERS ADVISORS LLC

CABRERA CAPITAL PARTNERS

Other Investors

James Michael Franch

HAROLD NELSON LEAVELL

CARLYLE KELLY MADDEN

PHILIP JOHN RIDOLPHI

SUSAN MARY SHACKLETTE

KRISTI LYNN MILLS

NATHANIEL MITCHELL COLEMAN

KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL

PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL

GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

GUGGENHEIM INVESTMENTS · CHICAGO, IL

PEKIN HARDY STRAUSS, INC. · CHICAGO, IL

SPIDERROCK ADVISORS, LLC · CHICAGO, IL

PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL

CABRERA CAPITAL PARTNERS · CHICAGO, IL

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor