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Stacie Lynn Giddings

Charles Schwab & CO., Inc.

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About Stacie Lynn Giddings

Stacie Lynn Giddings is a financial advisor with over 15 years of experience in the industry. Stacie has a broad background in financial services, having worked with firms such as TD Ameritrade, Pershing Advisor Solutions LLC and most recently, Perigon Wealth Management, LLC. Stacie is currently registered with Charles Schwab & CO., Inc. and offers financial planning and advisory services to a wide range of clients. Stacie's experience and expertise make her a valuable resource for individuals and families seeking financial guidance.

Firm Information

Stacie Giddings is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Stacie Giddings’s Registration & Firm History

CA

08/08/2024 - Present

Charles Schwab & CO., Inc. (Corte Madera CA)

NJ

04/02/2020 - 01/21/2021

PERSHING ADVISOR SOLUTIONS LLC (JERSEY CITY NJ)

NE

06/18/2018 - 03/06/2020

TD AMERITRADE, INC. (OMAHA NE)

NE

10/13/2008 - 04/01/2014

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 07/18/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/17/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Stacie Lynn Giddings.
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