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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacie? Claim Your ProfileStacie Bowman is a financial advisor with Planmember Securities Corp. Stacie has been in the financial services industry since 1994. Stacie is registered with the state of California as both a Broker-Dealer and an Investment Advisor. Stacie also holds the Series 6, 22, 26, 63, and 65 licenses. Stacie has prior experience with Financial Network Investment Corporation and Pension Planners Securities, Inc. Stacie's expertise includes providing investment supervisory services, financial planning, pension consulting, educational seminars, 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.
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.
Provides investment supervisory 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
CA
08/19/2011 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CA
08/13/2008 - 08/23/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (CAMPBELL CA)
CA
08/05/2004 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SAN JOSE CA)
CT
10/22/2002 - 07/09/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
GA
04/12/2002 - 11/04/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
06/06/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
FL
12/16/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 07/01/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2008
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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