Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Ferguson Brown is a financial advisor with Raymond James & Associates, Inc., based in Fort Myers, FL. Stacy has been in the financial services industry since 1994. Stacy holds licenses and certifications to provide investment advice, financial planning and other financial services to clients. Prior to joining Raymond James & Associates, Inc., Stacy was a financial advisor with Morgan Stanley.
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.
Please see note in schedule d - miscellaneous
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
FL
06/20/2022 - Present
Raymond James & Associates, Inc. (Fort Myers FL)
FL
06/01/2009 - 06/13/2022
MORGAN STANLEY (Naples FL)
GA
12/02/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NJ
08/14/2000 - 12/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/05/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
07/24/1998 - 02/04/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
02/20/1991 - 11/12/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/24/1987 - 01/27/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BC
Issued 08/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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