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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 Gibble Barrick is an investment advisor representative with Cetera Investment Advisers LLC and Masland & Barrick Advisory, Inc., with over 37 years of experience in the financial services industry. Stacey is a Certified Financial Planner and has expertise in providing financial planning services, portfolio management, and tax preparation services. Stacey holds both Series 63 and 65 licenses and is registered in Pennsylvania and Texas.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (CAMP HILL PA)
PA
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (CAMP HILL PA)
NY
07/25/1997 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
AZ
01/31/1997 - 07/25/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
01/02/1990 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
04/25/1986 - 01/08/1990
W. H. NEWBOLD'S SON & CO./HOPPER SOLIDAY & CO., INC.
IA
Issued 01/08/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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