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Stacy A Campoli

THE Investment Center, Inc.

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About Stacy A Campoli

Stacy Campoli has been in the financial services industry since 2002. Currently, Stacy is registered with The Investment Center, Inc., and is located in Cedar Knolls, New Jersey. Stacy holds a Series 7, Series 24, and Series 63 securities licenses. In addition to her Series 7 and Series 63 licenses, she also has a Securities Industry Essentials Examination license (SIE).

Firm Information

Stacy Campoli is currently registered with THE Investment Center, Inc.. THE Investment Center, Inc. is a Corporation registered in 53 states and the SEC. Founded in 1986, the firm has been involved in 8 Regulatory Events and 5 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

50

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.

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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Stacy Campoli’s Registration & Firm History

NJ

06/11/2021 - Present

THE Investment Center, Inc. (CEDAR KNOLLS NJ)

NJ

02/25/2008 - 03/20/2020

STIFEL, NICOLAUS & COMPANY, INCORPORATED (FLORHAM PARK NJ)

NJ

01/14/2008 - 02/15/2008

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NJ

08/21/2007 - 02/14/2008

STIFEL, NICOLAUS & COMPANY, INCORPORATED (FLORHAM PARK NJ)

NJ

11/13/2002 - 08/21/2007

RYAN BECK & CO. (FLORHAM PARK NJ)

NJ

06/30/2001 - 09/25/2002

DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)

NE

11/15/2000 - 06/30/2001

DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)

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Licenses & Designations

BC

Issued 01/05/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/23/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2000

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 Stacy A Campoli.
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