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 Littlejohn is a financial advisor with over 23 years of experience in the financial services industry. Stacey has a broad range of experience in both investment and insurance products. Stacey has worked with a variety of clients, including individuals, families, businesses, and institutions. Stacey is registered to provide financial advice in North Carolina and Missouri. She is a registered representative of Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
02/09/2024 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLOTTE NC)
NJ
03/27/2000 - 02/26/2003
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
NC
07/07/1999 - 08/26/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 11/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/30/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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