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Stacy Jo Winslow

ST. Bernard Financial Services, Inc.

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About Stacy Jo Winslow

Stacy Winslow is a financial professional with over 10 years of experience in the industry. Stacy currently is a registered representative with St. Bernard Financial Services, Inc. in Russellville, Arkansas. Stacy specializes in providing financial advice and services to individuals and businesses. Stacy is also registered in Pennsylvania. Stacy is a Series 6, Series 63 and SIE licensed professional. Stacy has previously worked with Center Street Securities, Inc. and Medallion Investment Services, Inc.

Firm Information

Stacy Winslow is currently registered with ST. Bernard Financial Services, Inc.. ST. Bernard Financial Services, Inc. is a Corporation that was formed on March 24, 1994, and is headquartered in RUSSELLVILLE, AR. The firm provides investment advisory services to individuals and businesses. They specialize in portfolio management and offer educational seminars. They are registered with the SEC and in 46 states. ST. Bernard Financial Services, Inc. manages approximately $130,472,570 in regulatory assets for 841 clients.
ST. Bernard Financial Services, Inc.

1609 WEST MAIN ST

RUSSELLVILLE, AR 72801

$130.47M

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stacy Winslow’s Registration & Firm History

AR

11/08/2017 - Present

ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)

PA

08/01/2012 - 11/30/2015

CENTER STREET SECURITIES, INC. (CHICORA PA)

PA

03/09/2006 - 12/31/2008

MEDALLION INVESTMENT SERVICES, INC. (CHICORA PA)

MD

09/12/2005 - 12/31/2005

MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)

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Licenses & Designations

BC

Issued 08/30/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacy Jo Winslow.
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