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 Hoffman is a financial professional with over 17 years of experience in the financial services industry. Stacey is a registered representative of Oneamerica Securities, Inc. Stacey provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Stacey has a Series 6, Series 7, Series 63, and Series 65 licenses and holds a SIE designation. Prior to joining Oneamerica Securities, Inc., Stacey was employed with LPL Financial LLC and American Century Investment Services Inc..
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
KS
02/14/2020 - Present
Oneamerica Securities, Inc. (Leawood KS)
KS
03/12/2019 - 12/18/2019
LPL FINANCIAL LLC (OVERLAND PARK KS)
MO
01/16/2002 - 11/02/2018
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 03/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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