Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Heistand is a financial advisor with over 20 years of experience. Stacy has been a registered representative for over 20 years and specializes in retirement planning. Currently, Stacy is employed by Asset Strategy Consultants LLC and Asset Strategy Retirement Plan Consultants, LLC. Stacy is a senior consultant at Asset Strategy Retirement Plan Consultants, LLC where she devotes 90% of her time. Stacy's past experience includes working with Financial Network Investment Corporation, Invesmart Securities, LLC, NFP Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
One-time projects, with negotiated fee
1
2
PA
09/19/2016 - Present
Asset Strategy Consultants LLC (Mechanicsburg PA)
PA
02/11/2004 - 05/31/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (LANCASTER PA)
PA
06/04/2001 - 11/25/2003
INVESMART SECURITIES, LLC (PITTSBURGH PA)
TX
02/09/2000 - 06/11/2001
NFP SECURITIES, INC. (AUSTIN TX)
NY
04/15/1998 - 05/15/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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