Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lacey? Claim Your ProfileLacey Blair Zavelovich is a financial advisor with Envestnet PMC in CHICAGO, IL. Lacey has been in the industry for 14 years and is registered as an Investment Advisor Representative (IAR). She holds the Series 66, Series 7, Series 9, Series 10, Series 24, and SIE licenses. Previously, Lacey was a financial advisor with Portfolio Brokerage Services, Inc., BMO Harris Financial Advisors, Inc., Morgan Stanley and Citigroup Global Markets Inc. Lacey has experience in providing financial advice to individuals, businesses, investment companies, and charitable organizations.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management
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.
A percentage of assets or revenues under our clients' management
1
2
IL
05/11/2016 - Present
Envestnet PMC (CHICAGO IL)
IL
05/27/2016 - 02/18/2020
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
IL
03/26/2014 - 03/02/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
NY
06/01/2009 - 03/27/2014
MORGAN STANLEY (PURCHASE NY)
NY
12/07/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 05/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/29/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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