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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Anne Korsgaden is a financial advisor with Commonwealth Financial Network. Stacy has been in the financial industry since March 3, 2000. Stacy currently works out of the Grover Beach, CA office of Commonwealth Financial Network. Stacy is registered with the state of California as a securities agent and an investment advisor representative. Stacy also holds the Series 6, Series 63 and SIE licenses, and has passed the Uniform Investment Adviser Law Examination. Stacy is a licensed fixed insurance agent. Stacy has a history of working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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2
CA
06/29/2023 - Present
Commonwealth Financial Network (Grover Beach CA)
CA
09/08/2000 - 02/06/2023
FARMERS FINANCIAL SOLUTIONS, LLC (Grover Beach CA)
IL
10/14/1999 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IA
Issued 06/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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