Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Wiedenmeier is a financial advisor with Wells Fargo Clearing Services, LLC, a company that manages over $500 billion in assets. Stacey is registered with the state of Wisconsin as an investment advisor representative and has been in the financial services industry since 2015. Stacey has expertise in a range of financial services, including investment consulting, financial planning, and pension consulting. She holds multiple securities licenses, including Series 6, 7, 9, 10, 63 and 66. Prior to working with Wells Fargo Clearing Services, Stacey worked for BMO Harris Financial Advisors, Inc.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
04/17/2019 - Present
Wells Fargo Clearing Services, LLC (JANESVILLE WI)
WI
09/01/2015 - 11/15/2018
BMO HARRIS FINANCIAL ADVISORS, INC. (JANESVILLE WI)
BOTH
Issued 04/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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