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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Lynn Blake is a financial advisor with over 20 years of experience in the industry. Stacey is currently registered with Principal Asset Management, a firm that manages over $377 billion in assets. Stacey provides a range of services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Stacey is also registered as an investment advisor representative in California.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
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2
CA
02/01/2024 - Present
Principal Asset Management (San Marcos CA)
MO
03/27/2002 - 08/20/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 11/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/24/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/12/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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