Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacee? Claim Your ProfileStacee Love-malcolm is a financial advisor who has been in the industry for over 20 years. Stacee is registered with the state of Oregon as an Investment Advisor Representative (IAR) and is associated with Financial Advocates Investment Management. Stacee holds a Series 6, 7, and 66 license, and is also licensed to sell insurance. Stacee's focus is on providing financial planning and investment advice to individuals, families, and businesses. Stacee offers a variety of services, including retirement planning, college savings planning, and investment management. Stacee is committed to providing her clients with personalized financial advice that meets their unique needs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
WA
12/10/2019 - Present
Financial Advocates Investment Management (OLYMPIA WA)
OR
01/16/2004 - 04/28/2015
ALLSTATE FINANCIAL SERVICES, LLC (WEST LINN OR)
GA
04/12/2002 - 01/15/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
09/11/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 06/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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