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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frances? Claim Your ProfileFrances Newton Stacy is an investment advisor representative with CG Advisory Services. Frances holds a Series 65 license and has been in the industry since 2009. Frances has experience working with clients such as high-net-worth individuals, corporations, and pension and profit-sharing plans. Frances is also the owner of www.francesinsights.com.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
09/06/2024 - Present
CG Advisory Services (WILLIAMSTON MI)
IA
Issued 01/25/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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