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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 Lynne Holifield is a financial advisor with Edward Jones. Stacey has been in the financial services industry since 1997. Stacey is licensed in 18 states and has earned Series 6, 7, 63 and 66 securities registrations, and the SIE. Stacey is committed to providing financial guidance and support to help her clients achieve their financial goals. Stacey has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Stacey is also a licensed real estate agent and owns rental property in Fort Worth, TX.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
02/13/2007 - Present
Edward Jones (FORT WORTH TX)
IL
10/31/2002 - 01/09/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MO
11/10/2000 - 05/13/2002
EDWARD JONES (ST. LOUIS MO)
MA
10/28/1997 - 11/21/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/28/1997 - 11/21/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 02/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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