Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacie? Claim Your ProfileStacie Koesters is a financial advisor who has been working in the industry since 2012. Stacie holds a Series 7 and Series 66 license and is registered with the Financial Industry Regulatory Authority (FINRA). Stacie currently works for Robert W. Baird & Co. Inc., but previously worked for Morgan Stanley. Stacie is a registered investment advisor in 34 states. Stacie specializes in a variety of investment strategies, including portfolio management, financial planning, and pension consulting. Stacie has a strong track record of success and is committed to providing her clients with personalized 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.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
10/01/2018 - Present
Robert W. Baird & Co. Inc. (Miamisburg OH)
OH
03/06/2012 - 08/24/2018
MORGAN STANLEY (COLUMBUS OH)
BOTH
Issued 02/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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