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 Obney is a financial advisor registered with Osaic Wealth, Inc. Stacy has been in the financial industry since 2007 and holds Series 6, 7, 24, 63, and 66 securities licenses. Stacy is registered with the state of Florida, and Osaic Wealth, Inc. is registered as both a broker-dealer and an investment advisor with the SEC. The firm provides advisory services for individuals, businesses, and pooled investment vehicles. They specialize in financial planning, pension consulting, educational seminars, and selection of other advisors. Stacy also offers portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
09/13/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/14/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
02/14/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
02/14/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
02/14/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
FL
02/13/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ST. PETERSBURG FL)
FL
10/11/2018 - 03/02/2023
MORGAN STANLEY (Tampa FL)
FL
10/03/2007 - 09/06/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 10/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 09/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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