Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Luann Crandall is a financial advisor with Osaic Wealth, Inc., located in West Des Moines, Iowa. Stacey has been in the financial services industry since 2009, and holds Series 6 and Series 63 licenses. She specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Stacey is a dedicated professional committed to helping clients reach their financial goals.
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.
1
2
IA
01/19/2024 - Present
Osaic Wealth, Inc. (WEST DES MOINES IA)
IA
04/27/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
IA
05/11/2020 - 09/01/2021
WOODBURY FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
IA
07/08/2013 - 02/13/2018
FSC SECURITIES CORPORATION (WEST DES MOINES IA)
IA
07/28/2006 - 08/11/2011
NEW ENGLAND SECURITIES (WEST DES MOINES IA)
IA
12/11/2004 - 08/11/2011
METLIFE INVESTORS DISTRIBUTION COMPANY (WEST DES MOINES IA)
CA
07/24/2003 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
BC
Issued 10/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stacey Crandall is the right advisor for you? Invested Better is here to help.
