Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Marie Anderson is a financial advisor with Kooman & Associates. Stacy is a registered representative in Pennsylvania and has been in the industry since March 2008. Stacy specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Prior to joining Kooman & Associates, Stacy worked at Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. Stacy is also an independent insurance agent.
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.
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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PA
10/01/2022 - Present
Kooman & Associates (ALTOONA PA)
PA
03/28/2008 - 10/13/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALTOONA PA)
BOTH
Issued 09/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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