Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacee? Claim Your ProfileStacee Bain Crittenden is a financial advisor with over 20 years of experience in the industry. Stacee is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Stacee has a wide range of experience and is licensed in several states. Stacee is a Series 66, Series 7, and SIE licensed representative. Stacee has worked at Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Stacee's current registrations are with Merrill Lynch, Pierce, Fenner & Smith Inc. and are active in Maryland and Texas. Stacee is also a member of several charitable organizations, including the Lady Von Scholarship Fund, Life With Cancer Community Advisory Board, and the Duke Ellington School. Stacee is committed to providing clients with the best possible financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
06/08/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORTH BETHESDA MD)
MD
02/21/2006 - 06/16/2009
CITIGROUP GLOBAL MARKETS INC. (BOWIE MD)
MD
11/05/1999 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 12/09/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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