Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Elizabeth League is an investment advisor representative with Wellth Advisory Services, LLC. Stacy has been in the financial industry since 2002. Stacy is registered with the state of Texas and has held prior registrations with multiple firms including Commonwealth Financial Network, LPL Financial LLC and Charles Schwab & Co., Inc. Stacy holds the Series 63, 65, 7 and SIE licenses. Stacy specializes in financial planning, pension consulting and portfolio management for individuals, businesses and pooled investment vehicles. Stacy provides services to a variety of clients, including individuals, corporations, businesses and charitable organizations.
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
IL
06/28/2024 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
TX
09/10/2013 - 10/18/2021
COMMONWEALTH FINANCIAL NETWORK (Austin TX)
TX
06/20/2005 - 10/01/2013
LPL FINANCIAL LLC (AUSTIN TX)
GA
12/14/2004 - 06/06/2005
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
TX
02/01/2001 - 10/29/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
RI
07/05/2000 - 11/10/2000
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 02/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stacy League is the right advisor for you? Invested Better is here to help.
