Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Lange is a financial advisor with Stifel, Nicolaus & Company, Inc. Stacy has been in the industry since March 1995 and holds Series 63, SIE and Series 7 licenses. Stacy is registered in 42 states and is currently located in Brookfield, Wisconsin. Stifel, Nicolaus & Company, Inc. is a full-service investment firm offering a wide range of financial services, including investment advisory, brokerage, and wealth management. Stacy specializes in a variety of areas, including investment management for individuals, families, and businesses, retirement planning, and estate planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
10/02/2000 - Present
Stifel, Nicolaus & Company, Inc. (BROOKFIELD WI)
WI
03/21/1995 - 10/03/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 06/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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