Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Lynne Martinez-huff is a financial advisor registered with Wells Fargo Clearing Services, LLC. Stacey has been in the industry since 1999 and holds the Series 63, Series 65, Series 7, and SIE licenses. Stacey specializes in providing financial planning, portfolio management, and investment consulting services to individual and business clients. Stacey has been with Wells Fargo Clearing Services, LLC since 2016. Prior to that, Stacey worked at Wells Fargo Advisors LLC and Wells Fargo Securities Inc. Stacey also serves as the treasurer of the El Dorado Hills Soccer Club.
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
CA
09/14/2017 - Present
Wells Fargo Clearing Services, LLC (ROSEVILLE CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ROSEVILLE CA)
CA
04/27/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 11/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1999
Series 7 - General Securities 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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