Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheree? Claim Your ProfileSheree Darlene Stacy is a financial professional with over 30 years of experience in the financial services industry. Sheree currently holds a Series 65 and Series 63 license and is registered with Worth Financial Group Inc. in Texas. Sheree has experience working with clients of all sizes, and is focused on providing individualized financial guidance. Sheree's experience includes previous roles with firms such as Wells Fargo Advisors, LLC, World Group Securities, Inc., WMA Securities, Inc., Dominick & Dominick, Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company. In addition to her role as a financial advisor, Sheree is also an insurance agent for life insurance and fixed annuities.
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.
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.
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2
TX
11/24/2009 - Present
Worth Financial Group Inc. (DALLAS TX)
TX
08/17/2004 - 11/03/2009
WELLS FARGO ADVISORS, LLC (DALLAS TX)
GA
04/12/2002 - 08/19/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
10/01/1996 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
CT
06/27/1995 - 09/03/1996
DOMINICK & DOMINICK, INCORPORATED (OLD GREENWICH CT)
MN
04/27/1992 - 10/11/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/27/1992 - 10/11/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1979
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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