Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Talarico is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC in Dexter, MI. Stacy has been in the financial services industry since 2008. Stacy has Series 6, 7, 63, and 66 licenses and holds the SIE certification. Stacy has experience working with high-net-worth individuals, charitable organizations, and corporations or other businesses. The firm's main office is in New York, NY. The firm's services include financial planning, portfolio management for individuals, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
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2
MI
05/20/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Dexter MI)
MI
01/21/2022 - 05/14/2024
FIDELITY BROKERAGE SERVICES LLC (ANN ARBOR MI)
MI
01/27/2020 - 10/14/2021
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
MI
10/30/2018 - 05/31/2019
EDWARD JONES (DEXTER MI)
MI
08/22/2011 - 05/26/2016
FIDELITY BROKERAGE SERVICES LLC (ANN ARBOR MI)
IL
08/05/2009 - 04/30/2010
J.P. MORGAN SECURITIES INC. (WINNETKA IL)
IL
02/14/2008 - 05/27/2009
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 11/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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