linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stacy Marie Calton

Money Concepts Capital Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stacy? Claim Your Profile

About Stacy Marie Calton

Stacy Marie Calton is an investment advisor representative associated with Money Concepts Capital Corp. Stacy has been in the securities industry for 2 years. Stacy's office is located in PALM BEACH GARDENS, FL and they have a branch office in BELLEFONTAINE, OH. They have passed the General Securities Representative Examination, Securities Industry Essentials Examination and Uniform Combined State Law Examination. Stacy holds registrations in 13 states and is approved to provide investment advice in Ohio. Stacy's previous experience includes work for Bellefontaine City Schools and MCI of the Mid-Atlantic.

Firm Information

Stacy Calton is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

general consulting services

General consulting services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stacy Calton’s Registration & Firm History

FL

01/31/2022 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

Not sure if Stacy Marie Calton is right for you?

Licenses & Designations

BOTH

Issued 01/20/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/02/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacy Marie Calton.
Not sure if Stacy Marie Calton is right for you?