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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 Constance Murchison is an Investment Advisor Representative associated with Chevy Chase Trust Co. Stacy has been in the industry for more than 30 years, working with firms like Ameritas Investment Corp., W.S. Griffith & Co., Inc., and Mutual Service Corporation. Stacy has specialized in providing financial planning, investment management for individuals, investment companies, and pooled investment vehicles. Stacy is registered with the state of Alabama, District of Columbia, Maryland, and Virginia.
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.
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.
Strategic management for diversified investment portfolios.
Trustee and investment manager for collective funds
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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2
MD
11/20/2006 - Present
Chevy Chase Trust Co. (BETHESDA MD)
MD
11/13/2006 - 03/20/2009
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
NE
06/30/2004 - 07/08/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CT
03/22/2001 - 06/22/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MA
04/27/1998 - 03/30/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
03/19/1998 - 04/13/1998
MUTUAL SERVICE CORPORATION
CT
04/29/1987 - 03/19/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 11/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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