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 Sachs is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Stacy has been in the financial services industry since 1996. Stacy has a Series 63, 65, and 7 license. Stacy also has a SIE license. Stacy is currently registered to sell securities in Arizona, Colorado, Florida, Illinois, Indiana, Minnesota, Missouri, and Ohio. Stacy has held previous positions with SECurian Financial Services, Inc. and Prudential Securities Incorporated.
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.
Solicitation fees from 3rd party money managers
1
2
IL
03/09/2007 - Present
Cambridge Investment Research Advisors, Inc. (ARLINGTON HEIGHTS IL)
IL
02/18/1999 - 03/14/2007
SECURIAN FINANCIAL SERVICES, INC. (BANNOCKBURN IL)
NY
05/22/1996 - 01/08/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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