Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey C. Stivers is a financial advisor with Ameriprise Financial Services, LLC. Stacey has been in the financial industry since 2006 and has a variety of experience in the industry, having worked for Raymond James & Associates, Inc., UBS Financial Services Inc., and Citigroup Global Markets Inc. Stacey holds multiple licenses, including Series 7, 9, 10, 63, and the SIE exam. Stacey has worked with a variety of clients including individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. Stacey is committed to helping her clients 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.
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.
Asset allocation services
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
FL
03/28/2018 - Present
Ameriprise Financial Services, LLC (Alachua FL)
KY
01/24/2018 - 03/21/2018
RAYMOND JAMES & ASSOCIATES, INC. (LOUISVILLE KY)
KY
10/10/2007 - 08/22/2017
UBS FINANCIAL SERVICES INC. (LOUISVILLE KY)
KY
08/05/2005 - 10/16/2007
CITIGROUP GLOBAL MARKETS INC. (LOUISVILLE KY)
BC
Issued 09/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/11/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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