Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacie? Claim Your ProfileStacie Kristal Weber is a financial advisor with over 12 years of experience in the industry. Stacie has held previous roles at J.P. Morgan Securities LLC, E*TRADE SECURITIES LLC, JANNEY MONTGOMERY SCOTT LLC, and CCO INVESTMENT SERVICES CORP. Stacie is currently registered with Fidelity Personal AND Workplace Advisors, a firm with over $818 billion in assets under management. Stacie specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses.
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
NY
10/11/2021 - Present
Fidelity Personal AND Workplace Advisors (SCARSDALE NY)
NY
12/08/2016 - 01/29/2019
J.P. MORGAN SECURITIES LLC (CROTON-ON-HUDSON NY)
NY
08/05/2015 - 11/30/2016
E*TRADE SECURITIES LLC (SCARSDALE NY)
NY
10/21/2013 - 07/14/2015
J.P. MORGAN SECURITIES LLC (YORKTOWN HEIGHTS NY)
NY
12/03/2012 - 10/07/2013
E*TRADE SECURITIES LLC (SCARSDALE NY)
NY
07/27/2012 - 11/20/2012
JANNEY MONTGOMERY SCOTT LLC (SARATOGA SPRINGS NY)
NY
10/10/2011 - 07/31/2012
CCO INVESTMENT SERVICES CORP. (ALBANY NY)
BOTH
Issued 01/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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