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 Bosch is a financial advisor at Fifth Third Securities, Inc. based in Cincinnati, OH. Stacy has been in the industry since 2002. Stacy's firm has approximately $1 billion - $10 billion in assets under management and primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. The firm offers financial planning, selection of other advisors, and portfolio management services for both individuals and businesses.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
OH
07/18/2011 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
05/24/2006 - 05/17/2007
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
RI
09/17/2002 - 05/25/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 6/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2006
Series 4 - Registered Options Principal Examination
BC
Issued 9/15/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 6/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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