Unclaimed
Stacey Fell is a registered representative with Citigroup Global Markets Inc. Stacey has been in the industry since 2000 and has a wealth of experience in financial services. Stacey holds Series 7, 21, 25, 57, and 63 licenses and has a proven track record of success in helping clients achieve their financial goals. Previously, Stacey was a registered representative with Labranche & Co. LLC, and Citi Order Routing and Execution, 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.
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.
Asset allocation advice
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.
1
2
NY
03/20/2013 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
SC
03/20/2013 - 08/05/2019
CITI ORDER ROUTING AND EXECUTION, LLC (MOUNT PLEASANT SC)
NY
05/08/2000 - 04/02/2007
LABRANCHE & CO. LLC (NEW YORK NY)
BC
Issued 05/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2001
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 09/30/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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