Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Denise Eder is a financial advisor registered with Ameriprise Financial Services, LLC. Stacey has been in the financial industry since April 20, 1993. Stacey is licensed in Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Virginia, and Wyoming. Stacey holds the Series 63, 66, 7, and SIE securities licenses. Stacey has worked for a number of firms including UBS FINANCIAL SERVICES INC., WACHOVIA SECURITIES, LLC, A. G. EDWARDS & SONS, INC., and INTERNATIONAL ASSETS ADVISORY CORPORATION.
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.
1
2
CT
10/20/2017 - Present
Ameriprise Financial Services, LLC (Old Saybrook CT)
CT
03/20/2008 - 10/31/2017
UBS FINANCIAL SERVICES INC. (NEW LONDON CT)
CT
01/01/2008 - 03/25/2008
WACHOVIA SECURITIES, LLC (MADISON CT)
CT
11/23/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MADISON CT)
FL
12/24/1992 - 07/27/1993
INTERNATIONAL ASSETS ADVISORY CORPORATION (ORLANDO FL)
BOTH
Issued 05/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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