Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Haworth is a registered representative and investment advisor representative with Osaic Wealth, Inc. Stacy Haworth has been in the industry since February 15, 2007. Stacy Haworth has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Stacy Haworth is licensed to sell securities in Indiana. Stacy Haworth has experience with Signator Investors, Inc., Transamerica Financial Advisors, Inc, Anderson Wealth Management and Royal Alliance Associates, Inc. Stacy Haworth has been with Osaic Wealth, Inc since November 2, 2018. Stacy Haworth specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
11/02/2018 - Present
Osaic Wealth, Inc. (MONTICELLO IN)
IN
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (MONTICELLO IN)
IN
02/16/2007 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MONTICELLO IN)
BOTH
Issued 02/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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