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 Tucker is a registered Investment Advisor Representative with Prospera Financial Services, Inc. Stacey has been in the industry since 2003 and is licensed in Texas and Illinois. She holds the Series 6, 63, 65, 99TO and SIE licenses. Stacey specializes in working with high-net-worth individuals, corporations and other businesses, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. Her firm, Prospera Financial Services, Inc., provides a variety of advisory services including financial planning, portfolio management, and selection of other advisors.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
03/03/2006 - Present
Prospera Financial Services, Inc. (DALLAS TX)
IA
Issued 05/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stacey Tucker is the right advisor for you? Invested Better is here to help.
