Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lacey? Claim Your ProfileLacey Jo Burgan is a registered representative with Principal Securities, Inc. and has been in the industry since February 29, 2024. Lacey is currently based in DES MOINES, IA. Lacey holds a Series 7, 6 and SIE. Lacey has a strong track record of providing comprehensive financial advice and is committed to helping her 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
IA
03/01/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
BC
Issued 08/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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