Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Whitaker is a financial professional with over 20 years of experience in the industry. Stacy is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has previously held positions at BBVA Compass Investment Solutions, Inc., Guaranty Brokerage Services, Inc., Banc of America Investment Services, Inc., PFS Investments Inc. and American Express Financial Advisors Inc. Stacy is a Series 7 and Series 66 licensed professional and is a registered representative in the state of Texas.
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
TX
07/19/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
03/16/2010 - 06/16/2011
BBVA COMPASS INVESTMENT SOLUTIONS, INC (DALLAS TX)
TX
09/15/2009 - 12/24/2009
GUARANTY BROKERAGE SERVICES, INC. (DALLAS TX)
TX
02/28/2008 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (DALLAS TX)
GA
01/09/2003 - 02/29/2008
PFS INVESTMENTS INC. (DULUTH GA)
MN
11/26/2001 - 10/24/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/26/2001 - 10/24/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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