Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Lynn East is a financial professional with over 15 years of experience in the financial services industry. Stacey is a registered representative with Charles Schwab & Co., Inc. and is licensed to provide financial advice in Missouri. Stacey has held previous roles with TD Ameritrade, Inc., TD Ameritrade Clearing, Inc., Scottrade, Inc. and Edward Jones. Stacey specializes in financial planning and portfolio management. She is passionate about helping her clients reach their financial goals and is committed to providing them with the highest level of service.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
03/02/2021 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NE
11/03/2017 - 10/19/2021
TD AMERITRADE, INC. (OMAHA NE)
NE
11/03/2017 - 03/13/2021
TD AMERITRADE CLEARING, INC. (OMAHA NE)
MO
02/08/2016 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
11/21/2007 - 02/05/2016
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 11/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/29/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/27/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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