Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Sabin is a financial advisor with Fidelity Personal and Workplace Advisors. Stacy has been in the financial services industry since June 2021. She holds a Series 7TO, Series 66, Series 63, and SIE license. Stacy is registered in 53 states and 2 states for IA (Investment Adviser) and is a Principal registered in 1 state. Stacy's current employment began in May 2022 with Fidelity Personal And Workplace Advisors. Prior to that, Stacy was employed with Raymond James & Associates, Inc. for 7 years.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/11/2024 - Present
Fidelity Personal AND Workplace Advisors (DUNEDIN FL)
FL
05/26/2021 - 05/31/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 10/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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