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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 Gayler is a registered investment advisor representative with Fidelity Personal and Workplace Advisors, working in the firm's Boston, Massachusetts branch office. Stacie holds Series 7 and Series 66 securities licenses, in addition to her Series 63 securities license in Massachusetts. Stacie has been in the financial services industry since August 2000. Stacie Gayler is a registered investment advisor representative in 52 states and the District of Columbia. Stacie is also a registered investment advisor representative in Texas and Utah. Fidelity Personal And Workplace Advisors is a registered investment advisor with approximately $1 billion to $10 billion in assets under management.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 08/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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