Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Geers is a financial professional with experience in the financial services industry. Stacy is currently registered with MM Ascend Life Investor Services, LLC in Cincinnati, Ohio. Prior to that, Stacy was registered with Citigroup Global Markets Inc. in Florence, Kentucky and Fidelity Brokerage Services LLC in Covington, Kentucky. Stacy holds the Series 7, Series 63, and SIE licenses.
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.
Maintaining registration but not actively providing advisory services
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.
Maintaining registration but not serving clients
1
2
OH
08/30/2023 - Present
MM Ascend Life Investor Services, LLC (CINCINNATI OH)
KY
01/18/2023 - 06/05/2023
CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)
KY
05/06/2008 - 08/09/2021
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 04/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stacy Geers is the right advisor for you? Invested Better is here to help.
