Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Dee Kirkpatrick is a financial advisor registered in Texas and has been in the industry since May 8, 2022. Stacey is currently employed with Raymond James Financial Services Advisors, Inc. and has previously worked for CETERA FINANCIAL SPECIALISTS LLC and TD AMERITRADE, INC. Stacey is registered with both FINRA and the State of Texas as an Investment Advisor Representative. Stacey specializes in providing financial advice to individuals, businesses, insurance companies, pension and profit-sharing plans, and charitable organizations. Stacey's firm, Raymond James Financial Services Advisors, Inc., has a total of 1,030,208 client accounts with assets under management of $344,868,106,925.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
08/16/2024 - Present
Raymond James Financial Services Advisors, Inc. (Dallas TX)
TX
10/24/2022 - 08/23/2024
CETERA FINANCIAL SPECIALISTS LLC (SOUTHLAKE TX)
TX
11/12/2021 - 04/28/2022
TD AMERITRADE, INC. (Southlake TX)
IA
Issued 06/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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