Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Nelson is a Registered Representative and Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Stacy has been in the financial industry for over 12 years. Stacy also works with Stifel, Nicolaus & Company, Incorporated. Stacy is licensed in 27 states. Stacy provides portfolio management for individuals and businesses, as well as other services, such as pension consulting, educational seminars, and selection of other advisors. Stacy has a Series 66, Series 7, and a SIE license. Stacy has a total of 25 registrations. Stacy is also a co-owner of Jupiter Junk Removal, LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
03/01/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JUPITER FL)
FL
01/04/2023 - 03/09/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PALM BEACH GARDENS FL)
FL
05/17/2011 - 01/03/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JUPITER FL)
BOTH
Issued 03/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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