Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacie? Claim Your ProfileStacie Jacobsen is a financial professional with over 20 years of experience in the industry. Stacie is currently registered with Sanford C. Bernstein & Co., LLC and holds Series 7, Series 63, Series 65 and SIE licenses. Stacie has a strong track record of success in providing investment advice to a wide range of clients, including high-net-worth individuals, charitable organizations, insurance companies, and pooled investment vehicles. Stacie's areas of expertise include portfolio management, financial planning, and investment advisory services.
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.
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.
See schedule d, miscellaneous
1
2
CA
07/25/2001 - Present
Sanford C. Bernstein & CO., LLC (LOS ANGELES CA)
IA
Issued 11/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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