Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Kling Naberhaus is a financial advisor with Commonwealth Financial Network. Stacy has been in the industry since April 2001. She is registered with the following securities authorities: Series 6, Series 62, Series 63, and SIE. Stacy has held previous registrations with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Stacy is a licensed financial advisor in many states including California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Montana, New Jersey, North Carolina, Ohio, Tennessee, and Texas.
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.
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2
OH
07/19/2016 - Present
Commonwealth Financial Network (Mason OH)
OH
04/30/2001 - 11/15/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (CINCINNATI OH)
IN
04/30/2001 - 05/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 11/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2016
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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