Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Staci? Claim Your ProfileStaci Jeanne Sohl is a financial professional with over 3 years of experience in the industry. Staci is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. Prior to this role, Staci worked at GWFS Equities, INC. and J.P. Morgan Institutional Investments Inc. Staci holds Series 6, Series 63, and SIE licenses and is registered in 51 states.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
04/27/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
09/02/2014 - 06/24/2017
GWFS EQUITIES, INC. (ENGLEWOOD CO)
CO
06/09/2014 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
BC
Issued 08/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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