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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 Lear is a financial advisor with over 20 years of experience in the industry. Stacey is currently registered with Osaic FA, Inc. and is located in Frederick, Maryland. Stacey provides financial planning, retirement planning, and investment management services to individuals, corporations, and other business entities. In addition to her current role, Stacey has held previous roles with The Lincoln National Life Insurance Company, Ferris, Baker Watts Incorporated, UVEST Investment Services, Conseco Financial Services, Inc. and Legg Mason Wood Walker, Incorporated. Stacey has passed the Series 6, 7, 63, 65, and SIE exams.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
10/08/2003 - Present
Osaic FA, Inc. (FREDERICK MD)
IN
10/08/2003 - 04/20/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MD
01/17/2001 - 11/28/2001
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NC
12/15/1998 - 01/08/2001
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
IN
02/09/1998 - 12/21/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
MD
03/13/1997 - 01/30/1998
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MN
02/02/1994 - 02/11/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 11/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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