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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Marisa Waite is a financial advisor with Morgan Stanley, where Stacey has been employed since November 2022. Prior to that, Stacey was employed at Prudential Annuities Distributors, Inc., Brighthouse Securities, LLC and MetLife Investors Distribution Company. Stacey has been in the financial services industry since December 2009. Stacey holds the Series 6, 7, 63, and 66 licenses. Stacey's specializations are in asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CA
06/11/2024 - Present
Morgan Stanley (Irvine CA)
CT
06/29/2021 - 12/13/2022
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
NC
03/06/2017 - 06/16/2021
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
CA
12/03/2009 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
BOTH
Issued 06/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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