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 Gregory is a financial advisor with Charles Schwab & CO., Inc. Stacy has been in the financial services industry since 2015. Stacy is a Certified Financial Planner™ professional and holds Series 7, 66, and SIE licenses. Previously, Stacy worked as a financial advisor for Goldman Sachs & Co. LLC and Mercer Allied Company, L.P. Stacy currently works out of the Austin, TX office.
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.
Wrap fee program sponsor and financial planning advisor referral 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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
08/31/2022 - Present
Charles Schwab & CO., Inc. (Austin TX)
NY
06/16/2021 - 08/19/2022
GOLDMAN SACHS & CO. LLC (COHOES NY)
NY
09/22/2015 - 03/26/2018
MERCER ALLIED COMPANY, L.P. (ALBANY NY)
BOTH
Issued 07/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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