Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Renee Heger is a registered Investment Advisor Representative with Principal Asset Management. Stacy joined Principal Asset Management in December 2021 and has over 20 years of experience in the financial services industry. Previously, Stacy worked at Russell Fund Distributors, Inc., and A. G. Edwards & Sons, Inc., and Edward Jones. Stacy holds Series 7, 63, and 66 securities licenses and the SIE exam. Stacy is currently registered in Arkansas, Illinois, Missouri, and Oklahoma.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
MO
12/20/2021 - Present
Principal Asset Management (O'Fallon MO)
WA
07/27/2005 - 05/30/2008
RUSSELL FUND DISTRIBUTORS, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
MO
05/14/2003 - 06/08/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
11/16/1999 - 11/06/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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