Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Anne Graham is a financial advisor with over 37 years of experience in the industry. Stacy currently works with LPL Financial LLC and previously worked for several other firms, including American Investors Company. Stacy holds the Series 6, 7, and 63 licenses as well as the SIE designation. Stacy is a registered Investment Advisor in California and Texas. Stacy is also active in the community and is the owner of a real estate rental property in Grass Valley, CA. Stacy has a strong commitment to helping her clients achieve their financial goals and has a proven track record of success.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
07/17/2024 - Present
LPL Financial LLC (GRASS VALLEY CA)
CA
03/12/2004 - 07/17/2024
AMERICAN INVESTORS COMPANY (GRASS VALLEY CA)
NY
03/08/2002 - 07/08/2003
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
CA
11/03/1988 - 03/08/2002
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
NA
11/03/1988 - 11/23/1988
INTEGRATED RESOURCES EQUITY CORPORATION
CA
04/01/1988 - 11/03/1988
CHRISTOPHER WEIL & COMPANY, INC (GLENDALE CA)
NA
02/03/1987 - 04/04/1988
JUDY & ROBINSON SECURITIES, INC
NA
02/06/1986 - 02/04/1987
RONEY & CO.
BC
Issued 07/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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