Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Bledsoe is a financial advisor with Morgan Stanley. Stacy has been in the financial services industry since September 1992. Stacy is registered with FINRA and the states of Arizona, California, Colorado, Florida, Iowa, Kentucky, Maryland, Mississippi, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, and Virginia. Stacy holds the Series 7, Series 63, Series 65, and Series 66 licenses. Stacy has a broad range of experience and specializes in a variety of services. Stacy also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A..
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NC
07/05/2022 - Present
Morgan Stanley (CHAPEL HILL NC)
NC
09/14/1992 - 07/01/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAYETTEVILLE NC)
BOTH
Issued 07/22/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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