Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Elise Poole is a registered representative with Fidelity Brokerage Services LLC. Stacy has been in the industry since 2021 and has a Series 7TO, Series 63 and SIE. Stacy's registration is currently active in all states. Prior to joining Fidelity, Stacy worked at TD AMERITRADE, INC.. Stacy is dedicated to providing exceptional service and personalized financial advice to her clients.
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.
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.
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2
TX
01/05/2023 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
03/19/2021 - 07/28/2022
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 03/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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