Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Jurich is a financial advisor who is registered to provide investment advice in both the broker-dealer and investment advisor capacity. Stacy Jurich has been in the industry since 2008 and is currently employed with Merrill Lynch, Pierce, Fenner & Smith Inc.. She holds a Series 66 and Series 7 license. Stacy Jurich has also previously been employed with J.P. Morgan Securities LLC, Vestor Capital Securities, LLC, Chase Investment Services Corp., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.. Stacy Jurich specializes in retirement planning, investment advice, and portfolio management. She is also registered to provide investment advisory services in Illinois and 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IL
01/08/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
06/26/2018 - 08/13/2018
VESTOR CAPITAL SECURITIES, LLC (CHICAGO IL)
IL
10/01/2012 - 02/28/2017
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
02/10/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
06/01/2009 - 02/16/2012
MORGAN STANLEY SMITH BARNEY (OAK BROOK IL)
IL
11/19/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OAKBROOK TERRACE IL)
BOTH
Issued 12/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Stacy Jurich is the right advisor for you? Invested Better is here to help.
