Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Ann Bazylinski is a financial advisor with over 15 years of experience in the financial services industry. Stacy has been registered with Cetera Investment Advisers LLC since June 2023. Prior to joining Cetera Investment Advisers, Stacy was with Raymond James Financial Services, Inc. and also worked at PURSHE KAPLAN STERLING INVESTMENTS, MORGAN STANLEY, and CITIGROUP GLOBAL MARKETS INC. Stacy specializes in working with individuals, high net worth individuals, corporations, and pension and profit-sharing plans. Stacy also holds the Certified Financial Planner (CFP) designation.
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
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (DANVERS MA)
MA
05/30/2014 - 03/16/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ANDOVER MA)
MA
10/15/2012 - 05/30/2014
PURSHE KAPLAN STERLING INVESTMENTS (BURLINGTON MA)
MA
06/01/2009 - 10/25/2012
MORGAN STANLEY (DANVERS MA)
MA
12/08/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)
BOTH
Issued 01/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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