Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Leigh White is a financial professional with over 20 years of experience in the industry. Stacey is currently registered with Anico Financial Services, Inc., a firm that provides financial services to individuals and families. Stacey has a broad range of experience in the financial services industry, including experience at Securities Management & Research, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Nationwide Advisory Services, Inc. Stacey is also a licensed securities agent in multiple states, including Texas, Alabama, Arizona, District of Columbia, Hawaii, Kentucky, Montana, Nevada, North Dakota, Puerto Rico, Rhode Island, South Dakota, Vermont and Washington. Stacey holds the Series 6, Series 26, Series 63, SIE, and Series 99TO licenses.
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
TX
09/07/2012 - Present
Anico Financial Services, Inc. (GALVESTON TX)
TX
08/23/2001 - 09/04/2012
SECURITIES MANAGEMENT & RESEARCH, INC. (GALVESTON TX)
NY
10/05/2000 - 06/14/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
04/23/1996 - 11/14/1996
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BC
Issued 10/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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