Unclaimed
Stacy McCorkle is a registered representative with J.P. Morgan Securities LLC. Stacy has been in the industry since 2005 and is licensed in 53 states and the District of Columbia. Stacy has a Series 6, 7, 9, 10 and 66 license. Stacy has been with J.P. Morgan Securities LLC since 2017. Before that, Stacy was with LPL Financial LLC, Wells Fargo Advisors, LLC and Fifth Third Securities, Inc. Stacy specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Stacy also provides pension consulting services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
07/10/2018 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
11/14/2017 - 04/18/2018
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
IN
10/02/2014 - 07/19/2017
LPL FINANCIAL LLC (FORT WAYNE IN)
IN
09/06/2012 - 10/06/2014
WELLS FARGO ADVISORS, LLC (FORT WAYNE IN)
OH
12/20/2005 - 06/28/2012
FIFTH THIRD SECURITIES, INC. (FINDLAY OH)
BOTH
Issued 06/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/19/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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