Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy L Newell is a registered representative with Osaic Wealth, Inc., licensed in Illinois and Kentucky. Stacy has been in the financial industry since January 10, 2000, working with clients in Illinois and other states. Stacy holds Series 6, 63, and 65 securities licenses and has earned the Securities Industry Essentials (SIE) designation. Stacy is also a partner in Hueneburg Financial Group LLC, providing financial and insurance services. Stacy is committed to providing financial advice and planning to individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
IL
09/01/2023 - Present
Osaic Wealth, Inc. (LA SALLE IL)
IL
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LA SALLE IL)
IL
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (LA SALLE IL)
TX
01/10/2000 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 4/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/8/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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