Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Velez is a financial advisor with Creative Planning, a firm that manages over $175 billion in assets. Stacey has been in the financial services industry since 2000 and has a strong track record of helping clients achieve their financial goals. Stacey is a Certified Financial Planner™ and holds the Series 66, Series 7, and SIE licenses. Stacey is licensed to provide financial advice in California and Texas. Stacey has a strong background in financial planning, portfolio management, and investment advisory services. Stacey specializes in working with high-net-worth individuals, families, and businesses. Stacey is committed to providing personalized financial advice that is tailored to meet the unique needs of each client.
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.
A percentage of the total value of assets under management is charged.
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CA
10/31/2023 - Present
Creative Planning (Walnut Creek CA)
IL
10/31/2017 - 10/31/2023
CIBC WORLD MARKETS CORP. (Chicago IL)
CA
09/07/2010 - 10/31/2017
GNV ADVISORS, LLC (SAN FRANCISCO CA)
CA
02/13/2008 - 10/29/2008
ADVANCED EQUITIES, INC. (SAN FRANCISCO CA)
IL
08/14/2000 - 01/09/2008
CHARLES SCHWAB & CO., INC. (WINNETKA IL)
BOTH
Issued 08/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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