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 Schofield is a financial professional with over 25 years of experience in the financial services industry. Stacey is a registered representative with Charles Schwab & Co., Inc. and has previously held positions at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. in Texas. Stacey holds the Series 7, 9, 10, 24 and 63 securities licenses, and also holds the SIE and Series 99TO product licenses. Stacey specializes in financial planning, and is a sponsor for the firm's Wrap Fee Program. Stacey has been a registered representative in the states of Arizona, California, Florida and Texas.
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
1
2
FL
01/24/2011 - Present
Charles Schwab & CO., Inc. (Orlando FL)
FL
05/01/2006 - 09/25/2009
FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)
TX
03/24/2004 - 05/24/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
06/25/1997 - 11/11/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 06/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2020
Series 24 - General Securities Principal Examination
BC
Issued 06/26/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/29/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Stacey Schofield is the right advisor for you? Invested Better is here to help.
