Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Simpson is a registered representative at Morgan Stanley with over 18 years of experience in the financial services industry. Stacy is a Series 6, 63, 99 and SIE licensed professional. Stacy has a strong background in investment company products and variable contracts. She is a specialist in portfolio management for individuals, businesses, and investment companies. Stacy is dedicated to providing clients with personalized financial planning and investment advice. Stacy was previously employed by Fifth Third Securities, Inc. in Reynoldsburg, Ohio.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
01/19/2021 - Present
Morgan Stanley (Columbus OH)
OH
05/01/2002 - 03/23/2009
FIFTH THIRD SECURITIES, INC. (REYNOLDBURG OH)
BC
Issued 01/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2021
Series 99TO - Operations Professional Examination
BC
Issued 11/30/2020
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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