Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Frances Washa is a financial advisor with Cetera Investment Advisers LLC, a firm that provides financial services to individuals, businesses, and institutions. Stacey is a registered representative and investment advisor representative with over 15 years of experience in the financial services industry. Stacey focuses on providing financial planning, portfolio management, and pension consulting services to her clients. Stacey is committed to helping her clients reach their financial goals.
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.
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.
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2
WI
08/10/2023 - Present
Cetera Investment Advisers LLC (MADISON WI)
WI
05/25/2017 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MADISON WI)
WI
05/25/2017 - 10/21/2021
CRI SECURITIES, LLC (MADISON WI)
BOTH
Issued 8/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/4/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/25/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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