Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Crosby is a financial advisor with LPL Financial LLC. Stacey has been in the financial industry since 2004. Stacey holds Series 6, 7TO, 63, and 65 licenses. Stacey also holds the SIE designation. Stacey is registered with the state of Michigan. Stacey has experience working with individuals, corporations, and other businesses. Stacey is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
MI
04/07/2022 - Present
LPL Financial LLC (GRANDHAVEN MI)
MI
03/13/2014 - 03/24/2022
FIFTH THIRD SECURITIES, INC. (RICHLAND MI)
MI
10/29/2001 - 05/03/2011
PFS INVESTMENTS INC. (WYOMING MI)
IA
Issued 06/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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