Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Shawn Graham is an investment advisor representative with Eagle Strategies LLC. Stacey has been in the financial services industry since 2009. Prior to joining Eagle Strategies LLC, Stacey was associated with BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., and PRUCO SECURITIES CORPORATION. Stacey is registered with FINRA and is licensed to provide financial services in Alabama, Florida, and Virginia. Stacey specializes in providing investment advice and financial planning services to individuals, families, and businesses.
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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2
AL
11/22/2021 - Present
Eagle Strategies LLC (BIRMINGHAM AL)
NJ
10/20/2004 - 11/30/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHERRY HILL NJ)
NY
10/18/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
05/07/2001 - 08/06/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NJ
09/05/1995 - 10/31/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/3/2018
Series 24 - General Securities Principal Examination
BC
Issued 3/14/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/9/2016
Series 7 - General Securities Representative Examination
BC
Issued 8/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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