Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Bakri is an Investment Advisor Representative with The Family Firm, Inc. Stacy has been with The Family Firm, Inc. since March 2007. Stacy has been in the securities industry since December 2000. Previously, Stacy worked for Charles Schwab & Co., Inc. and American Express Financial Advisors Inc. and IDS Life Insurance Company. Stacy is a Certified Financial Planner. Stacy has a Series 7 and Series 66 license. Stacy specializes in providing financial planning and portfolio management for individuals.
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.
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.
1
2
MD
07/12/2017 - Present
THE Family Firm, Inc. (BETHESDA MD)
MD
12/18/2000 - 02/12/2007
CHARLES SCHWAB & CO., INC. (GAITHERSBURG MD)
MN
06/13/2000 - 10/31/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/13/2000 - 10/31/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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