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Staci Allean James

Newedge Securities, Inc.

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About Staci Allean James

Staci Allean James is a financial professional with over 20 years of experience in the industry. Staci is currently registered with Newedge Securities, Inc. and has a Series 27 principal exam qualification. Staci has a focus on providing investment advice and financial planning services to individual clients.

Firm Information

Staci James is currently registered with Newedge Securities, Inc.. Newedge Securities, Inc. is a Corporation formed on December 14, 1981. The firm is registered with the SEC and in 53 states. Newedge Securities, Inc. has a history of disclosures including 7 Regulatory Events, 1 Civil Event, and 3 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

68

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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Staci James’s Registration & Firm History

PA

03/20/2023 - Present

Newedge Securities, Inc. (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 03/18/2023

Series 27 - Financial and Operations Principal Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Staci Allean James.
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