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Stacey Lynn Blodgett is a financial advisor with over 25 years of experience in the industry. Stacey is a Certified Financial Planner and a partner at Globe Wealth Management, LLC. She is registered with Cetera Investment Advisers LLC and holds licenses in multiple states. Stacey specializes in providing financial planning and investment planning services to individuals, businesses, and charitable organizations. She is committed to providing her clients with personalized advice and helping them achieve their financial goals. Stacey is a member of the Concord, NH community and is actively involved in several local organizations.
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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NH
03/21/2024 - Present
Cetera Investment Advisers LLC (CONCORD NH)
NH
01/26/2007 - 10/03/2016
INVESTORS CAPITAL CORP. (CONCORD NH)
NH
12/23/1998 - 01/31/2007
MORGAN STANLEY DW INC. (MANCHESTER NH)
IA
Issued 01/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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