Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Truelove is a financial advisor at Edward Jones. Stacey has been working in the financial industry since 2010. Stacey is registered with FINRA and has been active as an Investment Advisor Representative (IAR) in Ohio since 2016. Stacey has a combined Series 6, 7 and 66 securities license and is also licensed in Florida and Virginia. Stacey has worked for several financial firms before joining Edward Jones, including The Huntington Investment Company, FirstMerit Financial Services, Inc, and Chase Investment Services Corp.
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.
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.
See schedule d - miscellaneous
1
2
OH
10/13/2016 - Present
Edward Jones (CANTON OH)
OH
03/06/2014 - 08/30/2016
THE HUNTINGTON INVESTMENT COMPANY (CANTON OH)
OH
08/27/2012 - 04/12/2013
THE HUNTINGTON INVESTMENT COMPANY (MASSILLON OH)
OH
08/03/2010 - 06/06/2012
FIRSTMERIT FINANCIAL SERVICES, INC (CANTON OH)
OH
05/17/2007 - 10/15/2008
CHASE INVESTMENT SERVICES CORP. (MASSILLON OH)
BOTH
Issued 10/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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