Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Staci? Claim Your ProfileStaci Compagno is a financial advisor with over 20 years of experience in the industry. Staci is currently a registered representative with Portside Wealth Group, LLC. She has previously worked at a number of other firms, including DFPG Investments, LLC, Allegis Investment Services, LLC, Cetera Advisor Networks LLC, AXA Advisors, LLC, Insphere Securities, Inc., and Zions Direct, Inc. Staci holds a number of professional licenses, including Series 7, 24, 52TO, 53, 63, and 66. Staci is a dedicated professional who is committed to providing her clients with the best possible financial advice.
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.
1
2
UT
03/31/2023 - Present
Portside Wealth Group, LLC (PROVO UT)
UT
08/27/2020 - 10/13/2022
DFPG INVESTMENTS, LLC (SANDY UT)
UT
08/14/2014 - 06/28/2019
ALLEGIS INVESTMENT SERVICES, LLC (SOUTH JORDAN UT)
UT
01/28/2013 - 08/13/2014
CETERA ADVISOR NETWORKS LLC (COTTONWOOD HEIGHTS UT)
UT
09/10/2010 - 01/30/2013
AXA ADVISORS, LLC (SALT LAKE CITY UT)
UT
01/28/2008 - 09/01/2010
INSPHERE SECURITIES, INC. (SALT LAKE CITY UT)
UT
08/31/2001 - 01/22/2008
ZIONS DIRECT, INC. (SALT LAKE CITY UT)
BOTH
Issued 11/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/23/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Staci Compagno is the right advisor for you? Invested Better is here to help.
