Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Cicotello is a financial advisor with Charles Schwab & CO., Inc. with over 15 years of experience in the financial services industry. Stacey has been registered with the state of Arizona since 2021 and with Colorado since 2018. Stacey is a Series 7, 9, 10, 24, 63, and 66 licensed professional. Stacey has previously held roles with TD Ameritrade, Inc., FSC Securities Corporation, and Scottrade, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
03/28/2018 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
CO
11/21/2014 - 03/09/2018
SCOTTRADE, INC. (WESTMINSTER CO)
CO
06/28/2011 - 10/14/2014
TD AMERITRADE, INC. (DENVER CO)
PA
04/22/2009 - 03/23/2011
FSC SECURITIES CORPORATION (PITTSBURGH PA)
AZ
04/20/2007 - 03/19/2009
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 05/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/02/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/01/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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