Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Savitsky is a financial advisor with over 25 years of experience in the industry. She has been registered with FINRA since 1997 and has held licenses with a number of firms including Royal Alliance Associates, Inc. and Seligman Advisors, Inc. Stacey is currently a registered representative with Hornor, Townsend & Kent, LLC. She is also a registered investment advisor representative and holds the Series 6, 7, 24, 52, 53, 63, and 65 licenses. Stacey is committed to providing her clients with personalized financial advice and helping 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.
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.
Trail commissions, distribution assistance fees
1
2
PA
05/09/2014 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
NY
04/03/1998 - 04/17/2014
ROYAL ALLIANCE ASSOCIATES, INC. (NEW YORK NY)
MA
05/15/1997 - 11/10/1997
SELIGMAN ADVISORS, INC. (BOSTON MA)
IA
Issued 11/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2009
Series 4 - Registered Options Principal Examination
BC
Issued 04/23/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/31/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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