Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Zwicker is an investment advisor representative at United Capital Financial Advisors, a firm based in Irving, Texas. Stacey has been in the industry for over 25 years and has experience with a variety of firms. She is registered in California, Hawaii, and Tennessee. Her areas of specialization include financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Sub-adviser for other investment advisers
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.
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2
HI
01/14/2025 - Present
United Capital Financial Advisors (HONOLULU HI)
CA
11/01/2017 - 12/11/2018
CETERA ADVISOR NETWORKS LLC (MILL VALLEY CA)
TN
01/05/2011 - 11/01/2017
GIRARD SECURITIES, INC. (MEMPHIS TN)
CA
07/02/2007 - 01/09/2009
MBSC SECURITIES CORPORATION (SAN FRANCISCO CA)
NY
05/15/2006 - 07/02/2007
MBSC, LLC (NEW YORK NY)
NY
08/20/2002 - 01/08/2004
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
CA
03/05/2001 - 07/16/2001
EAINVEST SECURITIES, INC. (SAN RAMON CA)
NY
12/18/1998 - 08/19/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
05/02/1991 - 12/18/1998
CITICORP SECURITIES, INC. (NEW YORK NY)
IA
Issued 10/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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