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 Robinson is a financial advisor with Cambridge Investment Research Advisors, Inc. Stacy has been in the financial services industry since 1992 and is currently registered with the state of Michigan. In addition to working with Cambridge Investment Research Advisors, Stacy also operates as an independent insurance agent. Stacy is a Series 6 and Series 63 licensed representative and has passed the SIE exam. Stacy specializes in providing financial planning services to individuals, families, and businesses. Stacy works with clients to help them reach their financial goals.
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.
Solicitation fees from 3rd party money managers
1
2
MI
05/07/2019 - Present
Cambridge Investment Research Advisors, Inc. (South Haven MI)
MI
02/19/2013 - 05/23/2019
VALIC FINANCIAL ADVISORS, INC. (AUBURN HILLS MI)
MI
07/18/2012 - 02/20/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (CALEDONIA MI)
MI
10/01/2003 - 07/19/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
IN
06/02/1992 - 10/02/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/02/1992 - 10/02/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 03/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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