Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Kupsky is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Stacy has been in the industry for over 8 years, and is registered with the state of Minnesota and Texas. Stacy has experience working at both Morgan Stanley and Northwestern Mutual Investment Services, LLC. Stacy has earned the Series 6, 7, and 66 licenses, in addition to the SIE Exam. Stacy provides financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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.
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2
FL
02/25/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BOCA RATON FL)
MN
07/07/2014 - 03/09/2022
MORGAN STANLEY (Wayzata MN)
MN
02/28/2014 - 04/08/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDEN PRAIRIE MN)
BOTH
Issued 07/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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