Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Pagan walker is a financial advisor registered with Wells Fargo Clearing Services, LLC. Stacey has been working in the financial industry for over 20 years. Stacey is licensed in numerous states, including Florida, Texas, and many more. Stacey has experience working with a wide range of clients, including individuals, businesses, and charitable organizations. Stacey provides investment consulting services to institutional clients, as well as financial planning and portfolio management services. Stacey is committed to providing her clients with personalized financial advice that helps them achieve their financial goals.
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.
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2
FL
03/15/2016 - Present
Wells Fargo Clearing Services, LLC (LAKELAND FL)
FL
12/03/2007 - 01/19/2016
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
FL
07/19/2006 - 10/15/2007
CS CAPITAL STRATEGIES FINANCIAL GROUP, INC. (ORLANDO FL)
FL
11/26/2003 - 06/19/2006
MORGAN STANLEY DW INC. (ORLANDO FL)
MN
11/12/2002 - 04/30/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/12/2002 - 04/30/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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