Unclaimed
Stacey Briere Gilbert is a financial professional with over 20 years of experience in the industry. Stacey currently works at Quasar Distributors, LLC in Philadelphia, Pennsylvania. Stacey has a diverse background in the financial industry, having worked at several firms, including Susquehanna Financial Group, LLLP and Susquehanna Capital Group. Stacey holds a variety of licenses and certifications, including Series 4, Series 7, Series 24, Series 55, Series 63, Series 86, Series 87, and SIE.
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.
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.
1
2
PA
03/31/2021 - Present
Quasar Distributors, LLC (Philadelphia PA)
PA
05/10/2011 - 04/09/2019
SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)
PA
04/10/2008 - 04/07/2014
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
PA
07/18/2008 - 05/23/2011
SUSQUEHANNA SECURITIES (BALA CYNWYD PA)
PA
03/31/2003 - 04/30/2008
SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)
PA
12/18/2001 - 07/27/2005
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
BC
Issued 05/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2004
Series 4 - Registered Options Principal Examination
BC
Issued 07/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/11/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/27/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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