Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Hoffman is a financial advisor with over 30 years of experience in the industry. Stacy is currently registered with Eagle Strategies LLC and has a proven track record of providing financial guidance to individuals, corporations, and charitable organizations. Stacy is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
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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NY
08/03/2021 - Present
Eagle Strategies LLC (STATEN ISLAND NY)
NY
03/25/2017 - 01/10/2020
MML INVESTORS SERVICES, LLC (STATEN ISLAND NY)
NY
07/30/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (STATEN ISLAND NY)
NY
09/19/2012 - 08/05/2015
SANTANDER SECURITIES LLC (STATEN ISLAND NY)
NY
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (STATEN ISLAND NY)
MA
12/04/2006 - 05/27/2008
IFMG SECURITIES, INC. (BOSTON MA)
NY
11/08/1996 - 09/19/2006
ESSEX NATIONAL SECURITIES, INC. (BROOKLYN NY)
CA
05/16/1995 - 10/26/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
04/23/1993 - 04/07/1995
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
05/11/1992 - 05/04/1993
DIME SECURITIES OF NY, INC. (BROOKLYN NY)
WI
01/24/1990 - 05/20/1992
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 12/31/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 2/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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