Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy McHugh is a financial advisor with Cambridge Investment Research Advisors, Inc. Stacy has been in the financial industry since October 29, 2008. Stacy has a wide range of experience in the financial industry, having worked with several other firms prior to Cambridge Investment Research Advisors, Inc. Stacy holds several licenses, including the Series 7, Series 63, and Series 65. Stacy has also earned the SIE designation. Stacy is a registered representative and investment advisor representative with the state of Pennsylvania.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
09/16/2021 - Present
Cambridge Investment Research Advisors, Inc. (Irwin PA)
PA
09/03/2020 - 01/25/2021
GOLDMAN SACHS & CO. LLC (CANONSBURG PA)
PA
11/01/2017 - 09/03/2020
CETERA ADVISOR NETWORKS LLC (Canonsburg PA)
PA
05/15/2014 - 11/01/2017
GIRARD SECURITIES, INC. (Canonsburg PA)
PA
03/01/2013 - 05/08/2013
PURSHE KAPLAN STERLING INVESTMENTS (BRIDGEVILLE PA)
PA
02/06/2012 - 03/13/2013
LPL FINANCIAL LLC (BRIDGEVILLE PA)
BC
Issued 06/01/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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