Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Paradise is a financial advisor with over 20 years of experience in the industry. Stacy currently works at United Capital Financial Advisors, a firm that provides financial planning and investment management services to individuals, families, and businesses. Prior to joining United Capital, Stacy was with several other firms including Goldman Sachs, Merrill Lynch and Cetera Advisor Networks. Stacy is licensed in California.
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.
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.
Sub-adviser for other investment advisers
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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CA
01/13/2017 - Present
United Capital Financial Advisors (SACRAMENTO CA)
CA
06/08/2023 - 11/20/2023
MERCER ALLIED COMPANY, L.P. (MODESTO CA)
CA
06/29/2022 - 11/20/2023
GOLDMAN SACHS & CO. LLC (Modesto CA)
CA
11/01/2017 - 07/01/2020
CETERA ADVISOR NETWORKS LLC (MODESTO CA)
CA
01/13/2017 - 11/01/2017
GIRARD SECURITIES, INC. (MODESTO CA)
CA
10/23/2009 - 01/17/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MODESTO CA)
CA
04/20/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROSEVILLE CA)
CA
09/25/2001 - 04/23/2007
WM FINANCIAL SERVICES, INC. (MODESTO CA)
MN
07/30/2001 - 09/05/2001
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
VA
06/27/2000 - 07/30/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IA
Issued 03/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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