Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stace? Claim Your ProfileStace Jensen is a financial advisor who has been in the industry since 2002. Stace is currently registered with IP Financial Advisory Services LLC. Stace Jensen has been registered with several firms, including Girard Securities, Inc., Lincoln Financial Advisors Corporation, Cue Financial Group, Inc., and United Planners' Financial Services of America a Limited Partner. Stace holds Series 6, 7, 63, and 65 licenses.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
UT
02/04/2020 - Present
IP Financial Advisory Services LLC (No Lehi UT)
UT
07/12/2010 - 06/22/2016
GIRARD SECURITIES, INC. (LEHI UT)
UT
07/09/2009 - 07/15/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (SALT LAKE CITY UT)
UT
02/24/2003 - 08/11/2009
CUE FINANCIAL GROUP, INC. (SALT LAKE CITY UT)
AZ
08/13/2002 - 02/13/2003
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
IA
Issued 10/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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