Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Kea Altemus is a registered representative with Janney Montgomery Scott LLC. Stacey has been in the financial services industry since 2001, and is licensed to sell securities in Delaware, Pennsylvania, and Texas. Stacey holds the Series 6, 7, 9, 10, 26, and 66 securities licenses. Stacey has previously worked at CUNA Brokerage Services, Inc., Securian Financial Services, Inc., Nationwide Securities, LLC, and 1717 Capital Management Company. Stacey is a volunteer board member for the Delaware Institute for the Arts in Education (DiAE).
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
DE
12/07/2020 - Present
Janney Montgomery Scott LLC (Greenville DE)
PA
03/14/2017 - 03/12/2019
CUNA BROKERAGE SERVICES, INC. (Philadelphia PA)
DE
02/04/2014 - 03/02/2017
SECURIAN FINANCIAL SERVICES, INC. (NEWARK DE)
DE
08/01/2008 - 03/23/2009
NATIONWIDE SECURITIES, LLC (NEWARK DE)
DE
05/02/2001 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 02/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/25/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/21/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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