Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Helmeyer is a financial professional with over 20 years of experience in the industry. Stacey is currently registered with Pimco Investments LLC in Newport Beach, California. Previously, Stacey has been associated with UMB Distribution Services, LLC, TCW Funds Distributors, MWAM Distributors, LLC, DFA Securities LLC and Charles Schwab & Co., Inc. Stacey holds Series 63, Series 24, SIE, and Series 7 licenses.
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.
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.
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CA
07/17/2024 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
CA
09/08/2014 - 01/25/2024
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
WI
08/30/2011 - 10/19/2012
UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
CA
12/09/2010 - 06/01/2011
TCW FUNDS DISTRIBUTORS (LOS ANGELES CA)
CA
05/19/2010 - 12/08/2010
MWAM DISTRIBUTORS, LLC (LOS ANGELES CA)
CA
05/04/2006 - 05/04/2010
DFA SECURITIES LLC (SANTA MONICA CA)
TX
03/22/2001 - 08/08/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 05/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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