Stephanie Lynn Goetsch

Current Employers

Employment History

• 07/2019 → 05/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frisco, TX
• 08/2015 → 05/2019
  Furman University
  Greenville, SC
• 08/2019 → 05/2021
  Bank Of America, N.A.
  Frisco, TX
• 05/2021 → 04/2023
  Raymond James Financial Services Inc.
  Memphis, TN
• 05/2021 → 04/2023
  Raymond James Financial Services Advisors Inc.
  Memphis, TN
• 04/2023 → Present
  Kelman Lazarov Inc.
  Memphis, TN
• 04/2023 → 09/2024
  Mutual Securities, Inc.
  Camarillo, CA
• 06/2026 → Present
  Mutual Securities, Inc.
  Westlake Village, CA

Previous Registrations

• 2021-05-21 → 2023-04-27
  Raymond James Financial Services Advisors, Inc
  Memphis, TN
• 2019-10-07 → 2021-05-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Frisco, TX

Other Businesses

Kelman Lazarov, Start Date: 04/17/2023, 5100 Poplar Ave., Ste. 2805, Memphis, TN 38137, S Corp, Registered Investment Advisor, Associate Financial Advisor, Meet with clients to review and give advice regarding overall financial situation including accounts managed by Kelman-Lazarov, Investment Related, 120 Hours per month, 8 Hours per day during trading hours. Mutual Securities, Inc. ("MSI"); Investment-Related; Westlake Village, California; Licensed Administrative Assistant; Licensed Administrative Assistant since 06/2026; 2 hrs/month; 2 hrs/month during securities trading hours; Approves transactions of securities and insurance products through various insurance companies, prohibited from executing broker-dealer transactions or receiving commissions.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-04

Designations

Other Names

• Stephanie Turner
• Stephanie Turner-Jones