Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Ackerman is a financial advisor at Wells Fargo Clearing Services, LLC, located in ST. LOUIS, MO. Stacey has been working in the financial services industry since November 7, 2012. Stacey is registered with the state of Minnesota and North Dakota, and holds the Series 63, Series 65, Series 66, and Series 7 securities licenses as well as the SIE exam. Stacey also has experience in providing investment consulting services to institutional clients. Stacey is a member of the Finance Committee of the Great Plains Food Bank and the Investment Committee of the NDSU Foundation.
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.
Investment consulting services to institutional clients
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
MO
11/16/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
ND
04/12/2017 - 09/01/2020
WELLS FARGO CLEARING SERVICES, LLC (FARGO ND)
CA
12/13/2000 - 05/03/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/21/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IA
Issued 04/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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