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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Erin Workman is a financial advisor with Edward Jones. Stacey has been in the financial industry since June 1996. Stacey's expertise includes financial planning, pension consulting, and selection of other advisors. She also provides portfolio management for businesses and individuals. Stacey is registered with the state of Michigan and Texas. She has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, and the General Securities Representative Examination. Stacey has worked with Edward Jones since December 1998. Before joining Edward Jones, Stacey worked at A.G. Edwards & Sons, Inc. in St. Louis, Missouri.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MI
03/03/2021 - Present
Edward Jones (HOLLAND MI)
MO
06/19/1996 - 01/06/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 05/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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