Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Jo Otterstrom is a financial advisor at LPL Financial LLC in Helena, Montana. Stacey is a registered representative and investment advisor representative with a Series 66, Series 7TO and SIE licenses. Stacey has been in the financial industry since 2022. Stacey holds a Series 66 license that was granted in Montana in 2024. Stacey holds a Series 7TO license that was granted in Mississippi in 2024. Stacey is also an investment advisor representative in Montana. Prior to joining LPL Financial LLC, Stacey worked at Securities America, Inc. in Helena, Montana. Stacey is also the owner of Beaver Creek Investments, PLucK! Coaching and The Virago Collaborative, LLP.
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.
Consulting and other non-discretionary advisory services
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
MT
01/08/2024 - Present
LPL Financial LLC (HELENA MT)
MT
12/21/2022 - 12/31/2023
SECURITIES AMERICA, INC. (HELENA MT)
BOTH
Issued 02/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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