Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Ann Bouthillette is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Stacey has been a registered representative for over 20 years. Stacey began their career with Dean Witter Reynolds Inc. in 1999 and joined UBS Financial Services Inc. in 2000. Stacey moved to Morgan Stanley in 2013 and joined Wells Fargo Advisors Financial Network, LLC in 2016. Stacey is registered to provide investment advice in 28 states and is a Series 7, 9, 10, 63, and 66 licensed representative. Stacey has a specialization in investments, portfolio management, financial planning, and pension consulting. Stacey is located in Louisville, CO and serves individual clients, business clients, and institutions.
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
CO
02/17/2016 - Present
Wells Fargo Advisors Financial Network, LLC (LOUISVILLE CO)
CO
10/11/2013 - 02/29/2016
MORGAN STANLEY (BOULDER CO)
CO
10/20/2000 - 09/25/2013
UBS FINANCIAL SERVICES INC. (BOULDER CO)
NY
05/19/1999 - 10/20/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 11/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/10/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stacey Bouthillette is the right advisor for you? Invested Better is here to help.
