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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Albanese is a registered investment advisor representative with Fisher Investments, located in McLean, VA. Stacy is a highly experienced investment advisor, having worked in the industry since 1987. Stacy has held positions with firms like The Dreyfus Service Corporation, Capital Brokerage Corporation and most recently with Fisher Investments. Stacy has been registered with the state of Virginia since 2001 and also holds a registration in Texas. Stacy holds Series 6, 7 and 63 licenses. Stacy has an active business, with over 120,000 clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, insurance companies, pooled investment vehicles, other investment advisors and state or municipal government entities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
08/21/2001 - Present
Fisher Investments (MCLEAN VA)
VA
09/21/1998 - 07/30/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NY
02/23/1987 - 09/18/1998
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 08/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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