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 Calder is a financial professional with over two decades of experience in the financial services industry. Stacy currently works at Blackridge Asset Management, LLC, where Stacy focuses on providing financial planning and portfolio management services to individuals, high-net-worth individuals and corporations. Stacy has held previous roles at Next Financial Group, Inc., Capital Financial Services, Inc., Empire Financial Group, Inc., Freedom Financial, Inc., and Thrivent Investment Management Inc. Stacy is a licensed investment advisor representative in the state of Michigan. Stacy is also a licensed insurance agent for Life/Health, Fixed & Indexed Annuities, and Long-Term Care. Stacy holds a Series 6, 7, 24, 51, 63 and 65 license.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
FL
03/21/2017 - Present
Blackridge Asset Management, LLC (JUPITER FL)
MI
02/29/2008 - 03/20/2017
NEXT FINANCIAL GROUP, INC. (SHELBY TOWNSHIP MI)
MI
10/18/2005 - 03/03/2008
CAPITAL FINANCIAL SERVICES, INC. (SHELBY TOWNSHIP MI)
FL
11/20/2003 - 10/19/2005
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
NE
10/16/2002 - 11/20/2003
FREEDOM FINANCIAL, INC. (OMAHA NE)
MN
02/07/2001 - 10/31/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IA
Issued 01/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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