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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 McKinnon is an Investment Advisor Representative with Morton Wealth. Stacey has been in the industry since 2011 and has been with Morton Wealth since 2015. Stacey has her Series 65 license and specializes in providing financial planning and portfolio management services to a wide range of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Stacey is also a registered 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.
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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CA
09/08/2015 - Present
Morton Wealth (CALABASAS CA)
IA
Issued 09/08/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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