Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Marie Iscaro is a registered Investment Advisor Representative with Cannell & Spears LLC. Stacey has been in the industry since 2001. Her prior experience includes working at Foreside Fund Services, LLC. Stacey has experience in financial planning, investment management, and portfolio management for individuals, investment companies, and pooled investment vehicles. She is also an active member of Spears Abacus Advisors LLC.
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.
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.
Strategic management for diversified investment portfolios.
Review of asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
08/16/2021 - Present
Cannell & Spears LLC (NEW YORK NY)
NY
02/01/2011 - 12/31/2021
FORESIDE FUND SERVICES, LLC (NEW YORK NY)
FL
10/03/2007 - 05/05/2009
BLUE CAPITAL SECURITIES, INC. (BRANDENTON FL)
NY
04/20/2005 - 10/13/2005
RESRV PARTNERS, INC. (NEW YORK NY)
NY
06/13/2001 - 11/22/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 10/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Stacey Iscaro is the right advisor for you? Invested Better is here to help.
