Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacie? Claim Your ProfileStacie Bogan Wolfe is a financial advisor who has been in the industry since 2004. Stacie is a registered representative with Edward Jones, a firm with a strong focus on individual and family investing. Stacie is licensed in multiple states, including North Carolina, Texas, and California. In addition to her role as a registered representative, Stacie is also a registered investment advisor. Stacie has a wide range of experience in financial planning, portfolio management, and investment advisory services. She is committed to helping clients achieve their financial goals.
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.
See schedule d - miscellaneous
1
2
NC
03/13/2023 - Present
Edward Jones (STANLEY NC)
MO
02/26/2021 - 05/21/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NC
10/24/2000 - 04/08/2019
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
IA
Issued 05/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/15/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Stacie Wolfe is the right advisor for you? Invested Better is here to help.
