Unclaimed
Stacie Renee Barnett is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Stacie has been in the industry since 2013 and is registered to provide securities advice and investment advisory services in Illinois. Stacie holds a Series 7, Series 66, and SIE license, which allows Stacie to provide a range of investment services. Stacie has experience with Edward Jones as well as LPL Financial LLC. Prior to joining LPL Financial LLC, Stacie worked at Edward Jones.
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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IL
07/25/2024 - Present
LPL Financial LLC (BATAVIA IL)
IL
06/07/2023 - 07/17/2024
EDWARD JONES (SOUTH ELGIN IL)
IL
10/29/2013 - 09/23/2014
LPL FINANCIAL LLC (BATAVIA IL)
BOTH
Issued 03/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stacie Barnett is the right advisor for you? Invested Better is here to help.