Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Davis is a financial advisor who has been working in the industry since October 19, 2002. Stacy is currently registered with United Advisor Group and has been since March 3, 2023. Stacy has prior experience with firms such as THE O.N. EQUITY SALES COMPANY, QUESTAR CAPITAL CORPORATION, WOODBURY FINANCIAL SERVICES, INC., MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., MORGAN KEEGAN & COMPANY, INC., BANC OF AMERICA INVESTMENT SERVICES, INC. Stacy is a licensed agent in eight states, and is a registered Investment Advisor representative. Stacy is also a Series 7, 63, and 66 licensed professional. Stacy offers a variety of financial services, including financial planning, portfolio management for businesses and individuals, and educational seminars. Stacy works with a wide range of clients, including high net worth individuals, 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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
03/03/2023 - Present
United Advisor Group (CINCINNATI OH)
MO
04/23/2018 - 03/01/2023
THE O.N. EQUITY SALES COMPANY (Springfield MO)
MO
01/21/2014 - 05/01/2018
QUESTAR CAPITAL CORPORATION (NIXA MO)
MO
10/05/2012 - 01/24/2014
WOODBURY FINANCIAL SERVICES, INC. (SPRINGFIELD MO)
MO
06/01/2009 - 10/24/2012
MORGAN STANLEY (SPRINGFIELD MO)
MO
05/16/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SPRINGFIELD MO)
MO
03/22/2006 - 05/19/2008
MORGAN KEEGAN & COMPANY, INC. (SPRINGFIELD MO)
MO
12/07/2005 - 03/29/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHESTERFIELD MO)
MA
04/02/2001 - 05/19/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 11/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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