Unclaimed
Stella Dickey is a financial professional with over 15 years of experience in the industry. Stella is currently registered with MML Investors Services, LLC and has been with the firm since March 2017. Stella has held previous positions with several other firms, including LPL Financial LLC, MSI Financial Services, Inc. and BB&T Investment Services, Inc. Stella is a licensed Series 6 and Series 63 representative and holds the Securities Industry Essentials Examination (SIE). Stella focuses on providing financial planning, asset allocation programs, pension consulting, and educational seminars to individuals, businesses, and charitable organizations.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
02/18/2022 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MN
05/11/2021 - 05/21/2021
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
SC
07/10/2019 - 05/26/2020
LPL FINANCIAL LLC (FORT MILL SC)
NC
03/25/2017 - 06/04/2019
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
03/17/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
07/16/2014 - 08/13/2014
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
09/27/2007 - 07/24/2014
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
10/13/2006 - 11/02/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
ME
12/17/2002 - 11/17/2004
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
BC
Issued 05/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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