Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Marson is a financial professional with over 17 years of experience in the industry. Stacy is currently registered with Foreside Fund Services, LLC and is based in Denver, CO. Stacy has passed the Series 66, 7, SIE, and 6TO exams and has previously worked with VOYA FINANCIAL PARTNERS, LLC, HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC., and ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC.
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.
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.
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2
CO
07/12/2024 - Present
Foreside Fund Services, LLC (Denver CO)
CT
04/19/2023 - 06/21/2024
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
TX
10/13/2014 - 10/27/2015
HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)
NY
10/31/2006 - 05/20/2014
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
BOTH
Issued 12/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/28/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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