Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Beattie is a registered Investment Advisor Representative with Lido, based in Los Angeles, CA. Stacy has over 14 years of experience in the financial services industry. Stacy has held previous roles with Stifel, Nicolaus & Company, Incorporated, Barclays Capital Inc., and Lehman Brothers Inc. Stacy has a Series 66, Series 7, Series 7TO, Series 4 and SIE license and specializes in financial planning, educational seminars, portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Stacy serves high-net-worth individuals, corporations, charitable organizations, and other investment advisors.
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.
Strategic management for diversified investment portfolios.
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
CA
04/06/2022 - Present
Lido (LOS ANGELES CA)
NY
06/16/2016 - 10/01/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
09/22/2008 - 12/17/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
IL
10/01/2007 - 09/22/2008
LEHMAN BROTHERS INC. (CHICAGO IL)
BOTH
Issued 12/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2024
Series 4 - Registered Options Principal Examination
BC
Issued 03/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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