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Stacey Robyn Bialkin

National Financial Services LLC

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About Stacey Robyn Bialkin

Stacey Robyn Bialkin is a financial professional with over 30 years of experience in the industry. Stacey has held various roles at several well-known financial institutions, including Fidelity Brokerage Services LLC, J.P. Morgan Securities Inc., Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stacey is currently registered with National Financial Services LLC as a General Securities Principal and General Securities Sales Supervisor.

Firm Information

Stacey Bialkin is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

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 Bialkin’s Registration & Firm History

MA

06/09/2011 - Present

National Financial Services LLC (BOSTON MA)

MA

06/01/2005 - 06/19/2009

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

NY

04/29/2001 - 01/06/2004

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

03/12/1996 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

09/13/1993 - 03/15/1996

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

05/25/1990 - 08/26/1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/18/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/08/2002

Series 24 - General Securities Principal Examination

BC

Issued 05/17/1994

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacey Robyn Bialkin.
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