Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Fargo is a financial advisor with over nine years of experience in the financial services industry. Stacey is registered with LPL Financial LLC, a financial services firm with over 27,000 employees and over $463 billion in assets under management. Stacey is also registered with the states of Arizona, Florida, Illinois, Indiana, Iowa, Kentucky, Massachusetts, Michigan, New Hampshire, North Carolina, Ohio, Texas. Stacey's current location is in Crown Point, Indiana, where has been working for LPL Financial LLC since February 2018. Stacey previously worked for SII INVESTMENTS, INC. from January 2014 until February 2018.
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.
1
2
IN
11/06/2020 - Present
LPL Financial LLC (CROWN POINT IN)
IN
02/13/2014 - 02/14/2018
SII INVESTMENTS, INC. (CROWN POINT IN)
BOTH
Issued 04/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stacey Fargo is the right advisor for you? Invested Better is here to help.
