Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacia? Claim Your ProfileStacia Jo Jones is an investment advisor representative registered with Silver Oak Securities, Inc. Stacia Jo has been in the securities industry for 4 years. Stacia Jo has passed the Series 7, Series 66 and SIE exams and is licensed in Indiana. Prior to joining Silver Oak Securities, Inc., Stacia Jo was registered with SECURITIES AMERICA, INC. and SECURITIES SERVICE NETWORK, LLC. Stacia Jo is also an owner of becauseOne, an online platform designed to help Non Profits clearly communicate their needs, and provides complementary initial consultation to referred prospects from the DDS Overhead Management Group. Stacia Jo offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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
IN
09/22/2022 - Present
Silver OAK Securities, Inc. (Greenwood IN)
IN
09/18/2020 - 10/14/2020
SECURITIES AMERICA, INC. (Greenwood IN)
IN
03/27/2017 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Greenwood IN)
BOTH
Issued 05/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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