Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Parnum is an investment advisor representative at Redwood Private Wealth. Stacey has been in the financial services industry since 1993 and has a strong background in financial planning, insurance sales, and investment management. Stacey has worked for several firms in the past, including PlanMember Securities Corporation, Veritrust Financial, LLC, and Aragon Financial Services, Inc. Stacey holds Series 6, 63, and 65 licenses.
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.
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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CA
01/01/2025 - Present
Redwood Private Wealth (TUJUNGA CA)
CA
10/07/2013 - 03/01/2022
PLANMEMBER SECURITIES CORPORATION (Tujunga CA)
TX
04/22/2002 - 10/07/2013
VERITRUST FINANCIAL, LLC (AUSTIN TX)
CA
09/26/2001 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
CA
01/07/2000 - 09/06/2001
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
FL
01/28/1998 - 01/05/2000
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
CA
01/06/1998 - 01/22/1998
IRM DISTRIBUTORS, INC. (CARPINTERIA CA)
IA
Issued 09/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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