Unclaimed
Stacy Blue is a financial advisor at First Command Advisory Services, a firm with over $10 billion in assets under management. Stacy is a Certified Financial Planner™ professional and offers financial planning and portfolio management services to individuals. Stacy has been in the financial services industry since 2013 and is licensed in the District of Columbia, Georgia, Maryland, North Carolina, Tennessee, Virginia and West Virginia. Stacy is also registered as an Investment Adviser Representative in Virginia. Stacy's areas of specialization include retirement planning and investment strategies.
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.
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.
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TX
02/14/2024 - Present
First Command Advisory Services (FORT WORTH TX)
IA
Issued 02/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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