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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 Beth Durns is a financial advisor with Cadaret, Grant & CO., Inc. Stacie has been in the financial services industry since 1994. Stacie has a strong background in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Stacie is also experienced in providing investment advisory services, educational seminars, and pension consulting. Stacie holds Series 63, 65, 7, and SIE licenses and has a strong track record of success in the financial services industry. Stacie's previous experience includes time spent at WOODBURY FINANCIAL SERVICES, INC., NATIONAL PLANNING CORPORATION, SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., and PAINEWEBBER INCORPORATED. Stacie Beth Durns is committed to providing her clients with the highest level of service and expertise.
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.
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.
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2
AZ
12/11/2023 - Present
Cadaret, Grant & CO., Inc. (Glendale AZ)
AZ
10/13/2017 - 12/13/2023
WOODBURY FINANCIAL SERVICES, INC. (GLENDALE AZ)
AZ
01/22/2009 - 10/13/2017
NATIONAL PLANNING CORPORATION (GLENDALE AZ)
AZ
10/31/2005 - 01/23/2009
SAGEPOINT FINANCIAL, INC. (TUCSON AZ)
AZ
11/01/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
05/23/1995 - 11/04/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
10/27/1994 - 06/15/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 06/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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