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Stacy Lynn Fontana

Franklin Distributors, LLC

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About Stacy Lynn Fontana

Stacy Lynn Fontana is a financial professional with over 15 years of experience in the industry. Stacy is currently registered with Franklin Distributors, LLC and previously held positions with Putnam Retail Management Limited Partnership and Franklin/Templeton Distributors, Inc. Stacy has a broad range of experience and holds licenses in both the Broker-Dealer and Investment Advisor arenas. Stacy holds the Series 6, 7, 24, 26, 63, 99TO and SIE licenses.

Firm Information

Stacy Fontana is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Stacy Fontana’s Registration & Firm History

CT

10/22/2010 - Present

Franklin Distributors, LLC (STAMFORD CT)

CT

01/03/2024 - 07/03/2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (STAMFORD CT)

CT

02/22/2021 - 07/07/2021

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (Stamford CT)

CT

03/22/2005 - 04/23/2007

AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)

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Licenses & Designations

BC

Issued 07/07/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/2012

Series 24 - General Securities Principal Examination

BC

Issued 07/18/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2010

Series 7 - General Securities Representative Examination

BC

Issued 03/21/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacy Lynn Fontana.
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