Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacie? Claim Your ProfileStacie Wells Webster is a financial advisor who has been in the industry since August 8, 2001. Stacie is currently registered with Osaic Wealth, Inc. and has worked with Financial Network Investment Corporation, Royal Alliance Associates, Inc., VALIC Financial Advisors, Inc., and The Variable Annuity Marketing Company. Stacie is registered in 12 states including Arizona, Arkansas, California, Colorado, Florida, Idaho, Montana, New Mexico, Oregon, Utah, Washington and Wyoming. Stacie specializes in working with individuals, families, businesses, pension and profit-sharing plans and charitable organizations.
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.
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.
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2
UT
08/25/2009 - Present
Osaic Wealth, Inc. (SOUTH JORDAN UT)
UT
01/31/2007 - 08/25/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (AMERICAN FORK UT)
UT
01/30/2004 - 02/15/2007
ROYAL ALLIANCE ASSOCIATES, INC. (SALT LAKE CITY UT)
TX
08/08/2001 - 02/10/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
AZ
01/13/2004 - 01/14/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
TX
08/08/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 09/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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