Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Lynn Blake is a financial advisor with Ameriprise Financial Services, LLC. Stacy has over 7 years of experience in the financial services industry. Stacy has been registered with the state of Michigan as a Registered Representative. Stacy has passed the Series 63, Series 66, Series 7 and SIE exams. Ameriprise Financial Services, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm offers a variety of investment advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars. The firm also provides asset allocation services. Stacy has a strong track record of success in helping clients achieve 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.
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.
Asset allocation services
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.
1
2
MI
11/03/2023 - Present
Ameriprise Financial Services, LLC (Farmington MI)
MI
08/29/2016 - 11/03/2023
COMERICA SECURITIES (FARMINGTON MI)
BOTH
Issued 09/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stacy Blake is the right advisor for you? Invested Better is here to help.
