Unclaimed
Stacey Purcell is a financial professional with over 11 years of experience in the industry. Stacey is currently registered with Fidelity Brokerage Services LLC, a firm that is not currently registered with the Investment Advisor Association. Stacey holds the Series 63, SIE and Series 7 licenses and is registered with the state of California.
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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2
CA
01/06/2012 - Present
Fidelity Brokerage Services LLC (NEWPORT BEACH CA)
BC
Issued 09/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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