Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lacelle? Claim Your ProfileLacelle Stites is a financial advisor with over 20 years of experience in the industry. Lacelle is currently registered with U.S. Bancorp Investments, Inc. and has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Securities LLC, Olde Discount Corporation, and Waddell & Reed, Inc. Lacelle has a wide range of experience in the financial industry and holds a number of licenses including Series 6, 7, 52, 53, 63, and SIE. Lacelle has also completed a variety of professional development courses.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
07/17/2014 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
NC
11/01/2010 - 06/30/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NY
10/17/2001 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
MI
11/06/1995 - 03/19/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
KS
03/23/1995 - 07/27/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 06/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1995
Series 52 - Municipal Securities Representative Examination
BC
Issued 03/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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