Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Lee Brandenburg is a financial advisor with Schwab Wealth Advisory, Inc. She is located in Orlando, Florida and has been working in the financial industry since 1999. She is registered with the state of Florida and Texas. Stacy Brandenburg has a wealth of experience in financial planning and portfolio management. She works with individual clients and businesses to help them reach their financial goals.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
FL
01/06/2025 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
MO
03/25/2008 - 10/09/2009
EDWARD JONES (ST LOUIS MO)
AL
04/12/2006 - 11/05/2007
SCOTTRADE, INC. (HUNTSVILLE AL)
FL
08/31/2005 - 03/21/2006
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
FL
06/14/2005 - 07/21/2005
PREMIERETRADE SECURITIES, INC. (ALTAMONTE SPRINGS FL)
TX
04/14/2004 - 07/15/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
01/18/1996 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 04/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 04/28/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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