Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Denise Wolbrueck is an investment advisor representative with Wells Fargo Clearing Services, LLC, based in TEMPLE, TX. Stacy has been in the financial services industry since February 2002. Stacy is registered with FINRA and the state of Texas. Stacy has passed the Series 7, SIE, and Series 66 exams. Stacy holds a current registration with Wells Fargo Clearing Services, LLC, and previously held a registration with MORGAN STANLEY DW INC. Stacy's specializations include: Individual Retirement Accounts, 401(k), 403(b) and Profit Sharing Plans, Mutual Funds, Securities, Annuities and Variable Annuities, Variable Life and Living Benefits, and Life Insurance.
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.
Investment consulting services to institutional clients
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
TX
04/25/2008 - Present
Wells Fargo Clearing Services, LLC (TEMPLE TX)
NY
02/22/2002 - 12/05/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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