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Stacey Rector Wittelsberger

Bengur Bryan & CO., Inc.

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About Stacey Rector Wittelsberger

Stacey Wittelsberger is a financial professional with over 14 years of experience in the financial services industry. Stacey is currently registered with Bengur Bryan & Co., Inc. in Baltimore, MD. Stacey has passed several industry exams, including Series 7, Series 63, Series 79TO, Series 99TO and SIE. Stacey is also licensed in Maryland. Stacey's previous experience includes working at BANC OF AMERICA SECURITIES LLC.

Firm Information

Stacey Wittelsberger is currently registered with Bengur Bryan & CO., Inc.. Bengur Bryan & CO., Inc. is a corporation approved in Maryland on June 2, 1991. The firm is registered with the SEC and the state of Maryland.

Not reported

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Stacey Wittelsberger’s Registration & Firm History

MD

06/15/2010 - Present

Bengur Bryan & CO., Inc. (BALTIMORE MD)

NC

11/11/2008 - 05/19/2010

BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 12/17/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacey Rector Wittelsberger.
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