Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Leigh Stacey is a registered investment advisor representative with Concorde Asset Management, LLC. Jennifer has been active in the financial services industry since 1995. Jennifer is a licensed securities professional with expertise in financial planning, portfolio management, and pension consulting. She holds the Series 7, Series 63, Series 66, and Series 24 licenses. Concorde Asset Management, LLC is an independent investment advisor firm that specializes in providing investment advice to individuals, families, businesses, and retirement plans. Jennifer's focus is on helping clients achieve their financial goals.
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.
Promoter fees from other advisors
1
2
MI
07/26/2017 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
NY
09/19/1995 - 02/22/1996
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 07/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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