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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 Reinhart is an investment advisor representative with Captrust, a firm with a wide range of experience in financial advising. Stacy's area of expertise encompasses many areas, including financial planning, pension consulting, and portfolio management. Stacy has been a registered investment advisor in Massachusetts since 2016 and in Texas since 2021. Stacy is well-versed in advising a broad range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Stacy has been an active investment professional since 2009.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
11/25/2024 - Present
Captrust (Centerville MA)
IA
Issued 06/15/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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