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Stacey Ann Boksan

Raymond James Financial Services, Inc.

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About Stacey Ann Boksan

Stacey Ann Boksan is a financial advisor with Raymond James Financial Services, Inc. She is registered with the state of Pennsylvania as a Series 6, 7, 63 and SIE licensed representative. She has been in the financial industry since November 23, 1986. Stacey Boksan is also registered with the state of Florida.

Firm Information

Stacey Boksan is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Stacey Boksan’s Registration & Firm History

PA

02/08/1990 - Present

Raymond James Financial Services, Inc. (EMMAUS PA)

MA

11/24/1986 - 02/13/1990

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BC

Issued 03/14/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/1991

Series 7 - General Securities Representative Examination

BC

Issued 11/21/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacey Ann Boksan.
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