Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Rodbell is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Boca Raton, Florida. Stacy has been a financial advisor for over 35 years and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Stacy is also registered to sell securities in several states. She holds the Series 7, Series 9, Series 10, Series 24 and Series 63 licenses and the SIE exam. Stacy specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Stacy was previously employed with Raymond James & Associates, Inc. and Wachovia Securities, Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/01/2014 - Present
Stifel, Nicolaus & Company, Inc. (BOCA RATON FL)
FL
09/18/2000 - 04/02/2014
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
NC
04/20/1993 - 09/15/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
FL
07/25/1987 - 04/23/1993
MARCUS, STOWELL & BEYE GOVERNMENT SECURITIES, INC. (FORT LAUDERDALE FL)
FL
07/28/1986 - 04/23/1993
MARCUS, STOWELL & BEYE, INC. (FORT LAUDERDALE FL)
BC
Issued 02/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 09/10/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/08/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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