Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Zahoranski is a registered Investment Advisor Representative with Oneascent Financial Services LLC based in Birmingham, Alabama. Stacey has over 10 years of experience in the financial services industry. Stacey is a Series 7 and Series 66 licensed representative, and also holds a Series 31 license. Stacey is a board member of Breast Cancer Innovation Foundation and Athena Akron. Prior to joining Oneascent Financial Services LLC, Stacey worked for Beacon Wealth Consultants, Inc. and Wells Fargo Advisors, LLC.
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.
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.
Consulting
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
OH
11/01/2017 - Present
Oneascent Financial Services LLC (AKRON OH)
OH
12/17/2010 - 07/09/2013
WELLS FARGO ADVISORS, LLC (CANTON OH)
OH
01/30/2009 - 12/20/2010
ROBERT W. BAIRD & CO. INCORPORATED (AKRON OH)
OH
08/02/2007 - 01/30/2009
CITIGROUP GLOBAL MARKETS INC. (AKRON OH)
BOTH
Issued 08/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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