Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Lyn Knock is a registered representative with Edward Jones, a firm with over $824 billion in regulatory assets under management. Stacey has been in the industry since April 2009. Stacey is registered in several states, including Missouri, Florida, Indiana, Kentucky, Massachusetts, Arkansas and Utah. Stacey has a Series 66, 7, 9, 10, and 24 license and a SIE certification. Stacey also holds a Series 66 license and is registered as an Investment Advisor Representative in Missouri. Stacey has experience in providing financial planning, portfolio management for businesses and individuals, and selection of other advisers.
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.
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.
See schedule d - miscellaneous
1
2
MO
05/19/2009 - Present
Edward Jones (ST LOUIS MO)
BOTH
Issued 05/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/03/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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