Unclaimed
Stacy Pritchard is a financial advisor with over 20 years of experience in the financial services industry. Stacy holds a Series 63, Series 65 and Series 7 license. Stacy is registered with State Farm VP Management Corp. and is currently licensed in North Carolina and South Carolina. Stacy previously worked at Wachovia Securities, LLC, BACAP Distributors, LLC, Stephens Inc., and CSFBDIRECT, INC. Stacy's areas of expertise include investments and variable contracts.
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.
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.
1
2
NC
04/28/2005 - Present
State Farm VP Management Corp. (Denver NC)
MO
12/14/2004 - 01/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
01/01/2003 - 01/15/2003
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
AR
05/09/2001 - 01/01/2003
STEPHENS INC. (LITTLE ROCK AR)
NJ
07/13/2000 - 04/27/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
IA
Issued 09/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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