Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey McCulley is a financial advisor with Oppenheimer & Co. Inc., a firm managing over $27 billion in assets. Stacey has over 15 years of experience in the financial services industry. Stacey is registered in multiple states and holds several licenses, including the Series 7, Series 63, and Series 65. Stacey provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Stacey is committed to helping clients 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.
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.
Earned based on transactions or products sold.
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
GA
02/08/2024 - Present
Oppenheimer & Co. Inc. (ATLANTA GA)
GA
01/03/2018 - 01/05/2024
AMERIPRISE FINANCIAL SERVICES, LLC (ALPHARETTA GA)
GA
06/24/2016 - 12/31/2017
KALOS CAPITAL, INC. (ALPHARETTA GA)
GA
06/17/2014 - 02/09/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ATLANTA GA)
GA
06/01/2009 - 08/28/2013
MORGAN STANLEY (ATLANTA GA)
GA
05/02/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
IA
Issued 10/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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