Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy H. Bortle is a financial advisor who has been in the industry since March 2, 2012. Stacy is currently registered with First Citizens Investor Services, Inc. Stacy is also registered to provide investment advice in North Carolina. Prior to her current role, Stacy was registered with LPL Financial LLC, Sanford C. Bernstein & Co., LLC and Northwestern Mutual Investment Services, LLC.
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.
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.
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2
NC
05/24/2022 - Present
First Citizens Investor Services, Inc. (CHARLOTTE NC)
MS
08/15/2018 - 02/26/2021
LPL FINANCIAL LLC (JACKSON MS)
NY
06/25/2014 - 03/14/2018
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
TX
05/20/2010 - 04/29/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
BOTH
Issued 06/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/29/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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