Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Jew is a financial advisor with Stifel, Nicolaus & Company, Inc. Stacy has over 20 years of experience in the industry. Stacy is registered with FINRA and is licensed in 32 states. Stacy also holds Series 63, 66, and 7 licenses. Stacy has previously worked at Morgan Stanley and Citigroup Global Markets Inc. Stacy provides a range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for businesses, individuals, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
05/09/2013 - Present
Stifel, Nicolaus & Company, Inc. (COEUR D'ALENE ID)
ID
06/01/2009 - 06/04/2013
MORGAN STANLEY (COEUR D'ALENE ID)
ID
10/31/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COEUR D'ALENE ID)
BOTH
Issued 05/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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