Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Staci? Claim Your ProfileStaci Bagwell Bennett has been working in the financial services industry since October 1999. Staci Bagwell Bennett is currently registered with LPL Financial LLC and is a Registered Representative. Staci Bagwell Bennett is also an Investment Adviser Representative. Prior to joining LPL Financial LLC, Staci Bagwell Bennett worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Staci Bagwell Bennett specializes in a number of areas including fixed income, mutual funds, life insurance, annuities and financial planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
MA
08/29/2024 - Present
LPL Financial LLC (WALTHAM MA)
GA
06/01/2017 - 04/15/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT SIMONS ISLAND GA)
CT
03/11/2015 - 04/19/2017
GLOBAL ATLANTIC DISTRIBUTORS, LLC (HARTFORD CT)
PA
10/21/2008 - 03/09/2015
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
GA
04/03/2002 - 10/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
CT
10/06/2000 - 01/03/2002
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
NY
02/23/1999 - 07/06/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 06/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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