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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Colonna is a financial advisor with Sound Income Strategies, LLC. Stacy has been in the financial industry since October 2016, and holds Series 6, 7, 63, 65 and SIE licenses. Stacy is also a Certified Financial Planner. Stacy has worked with Citizens Securities, Inc. and Pruco Securities, LLC. in the past. Stacy is currently registered with the state of New Hampshire as an Investment Advisor Representative (IAR). Stacy specializes in financial planning, portfolio management for individuals, and portfolio management for investment companies. Stacy has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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FL
01/30/2023 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
NH
05/17/2021 - 01/10/2023
CITIZENS SECURITIES, INC. (DERRY NH)
NH
10/15/2016 - 06/11/2021
PRUCO SECURITIES, LLC. (Bedford NH)
IA
Issued 02/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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