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 Staples is a registered representative of PFS Investments Inc. Stacy Lynn Staples is registered in Ohio and has been in the securities industry for over 10 years. Stacy Lynn Staples offers portfolio management services for individuals. PFS Investments Inc. has been in business for over 30 years and manages over 8 Billion dollars in assets.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
03/25/2021 - Present
PFS Investments Inc. (DAYTON OH)
OH
02/03/2014 - 12/31/2019
PFS INVESTMENTS INC. (DAYTON OH)
OH
03/16/2010 - 12/31/2012
PFS INVESTMENTS INC. (MIAMISBURG OH)
OH
12/05/2008 - 12/31/2009
PFS INVESTMENTS INC. (SPRINGFIELD OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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