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 Leonard has been in the financial services industry since October 1996. Stacy is currently registered with Avantax Investment Services, Inc. and has a Series 6, Series 63, and SIE license. Stacy is registered in Colorado and Texas. Stacy previously worked for 1ST GLOBAL CAPITAL CORP.
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.
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.
1
2
TX
01/26/1999 - Present
Avantax Investment Services, Inc. (Rockwall TX)
TX
10/04/1996 - 01/27/1999
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BC
Issued 07/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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