Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Russell is a financial advisor who has been in the industry since November 2008. Stacey is currently registered with Voya Financial Advisors, Inc. and holds Series 6, 63 and 65 licenses. Stacey has previously worked with Transamerica Investors Securities Corporation and Midwestern Securities Trading Company, LLC. Stacey specializes in providing financial planning, educational seminars and portfolio management services to individuals, high net worth individuals, corporations and charitable organizations.
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.
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.
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
MI
03/04/2022 - Present
Voya Financial Advisors, Inc. (Holland MI)
NY
09/09/2014 - 07/27/2021
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
IL
12/13/2012 - 08/22/2014
MIDWESTERN SECURITIES TRADING COMPANY, LLC (TAYLORVILLE IL)
IL
06/18/2008 - 12/12/2012
METLIFE SECURITIES INC. (SPRINGFIELD IL)
IA
Issued 06/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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