Unclaimed
Christopher Stacey is a financial advisor with Edward Jones. Christopher has been in the financial services industry since 2011. Christopher is registered with FINRA and the states of Arizona, California, Georgia, Hawaii, Idaho, Michigan, Montana, Nevada, New Hampshire, North Carolina, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington and Wyoming. Christopher holds the Series 66, Series 7 and SIE securities licenses. Christopher's firm, Edward Jones, offers financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WA
10/10/2011 - Present
Edward Jones (FEDERAL WAY WA)
BOTH
Issued 07/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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