Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Mercer is a financial advisor with Pacific Select Distributors, LLC. Stacy has been in the financial services industry since 2008. Stacy has licenses in Iowa and California, and is also a registered representative with FINRA. Stacy is a Series 7 and 63-licensed advisor and holds the Series 6 and SIE exams. Stacy specializes in helping clients with investment products and services.
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.
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CA
05/21/2024 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
IA
09/15/2021 - 12/14/2022
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Des Moines IA)
IA
10/27/2016 - 11/12/2019
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
03/06/2012 - 10/28/2016
SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)
IA
10/31/2000 - 10/25/2006
DIRECTED SERVICES, INC. (DES MOINES IA)
IA
09/19/1997 - 02/03/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 04/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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