Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Dare Brady is a financial advisor currently registered with Commonwealth Financial Network. Stacy is a Registered Representative with Commonwealth Financial Network. Stacy has been in the industry since April 2004 and currently holds licenses in 11 states including Nevada, Oregon, Arizona, California, Idaho, Indiana, Montana, North Carolina and Washington. Stacy has a total of 10 active licenses. Stacy has passed all the necessary licensing exams including the Series 7, Series 6, Series 63 and Series 66. Stacy also holds the SIE certification. Stacy is active in the financial community, and works with a variety of clients including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities and individuals other than high-net-worth. Stacy's primary office is located in Beaverton, Oregon.
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.
1
2
OR
05/20/2015 - Present
Commonwealth Financial Network (Beaverton OR)
OR
04/16/2004 - 01/04/2013
ING FINANCIAL PARTNERS, INC. (PORTLAND OR)
BOTH
Issued 04/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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