Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Black is a financial advisor with over 20 years of experience in the financial services industry. Stacey has a strong background in helping individuals and families achieve their financial goals. Stacey is a registered representative of Fidelity Personal And Workplace Advisors and has a Series 7, 6, 63 and 66 license. Stacey specializes in providing financial planning, investment management, and retirement planning services to individuals and families. Stacey is committed to providing clients with personalized service and comprehensive financial solutions.
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.
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.
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.
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2
NC
04/13/2023 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
NC
07/09/2021 - 12/08/2021
MML INVESTORS SERVICES, LLC (Winston Salem NC)
NC
06/03/2020 - 05/14/2021
THRIVENT INVESTMENT MANAGEMENT INC. (GREENSBORO NC)
NC
03/06/2020 - 04/02/2020
VERITY INVESTMENTS, INC. (DURHAM NC)
NC
07/16/2001 - 11/13/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NY
08/28/1998 - 07/10/2001
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
BOTH
Issued 8/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 8/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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