Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacie? Claim Your ProfileStacie Marie Flach is a financial advisor with over 13 years of experience in the industry. Stacie is currently registered with J.P. Morgan Securities LLC, a firm with over 262,000 clients and more than $50 billion in assets under management. Prior to joining J.P. Morgan Securities LLC, Stacie was with KEY INVESTMENT SERVICES LLC and CHASE INVESTMENT SERVICES CORP. Stacie holds Series 6, Series 63 and SIE licenses. She has a broad range of expertise and specializations including: securities, variable contracts, investment advisory services, financial planning, pension consulting, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
OH
03/28/2017 - Present
J.p. Morgan Securities LLC (NORTH CANTON OH)
OH
02/07/2017 - 03/30/2017
KEY INVESTMENT SERVICES LLC (PEPPER PIKE OH)
OH
10/01/2012 - 11/23/2016
J.P. MORGAN SECURITIES LLC (CANTON OH)
OH
07/01/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CANTON OH)
BC
Issued 07/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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