Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Marisa Badie is a financial professional with over a year of experience in the financial services industry. Stacy is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and previously held a position with WELLS FARGO CLEARING SERVICES, LLC. Stacy holds Series 63, Series 6TO and SIE licenses. Stacy is registered to provide investment advice in all states.
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.
Helps you choose top advisors aligned with your 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.
Compensation from affiliates
1
2
NC
06/08/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
11/14/2022 - 03/14/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BC
Issued 01/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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