Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Scott Lacey has been in the financial industry for over 20 years. Stephen currently works for State Farm VP Management Corp., and has been registered with them since March 1, 2021. Prior to joining State Farm VP Management Corp., Stephen was previously registered with Charles Schwab & Co., Inc. Stephen has a Series 63, Series 9, Series 10, Series 6TO, SIE and Series 7 license. Stephen is registered in Alabama and Georgia.
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.
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.
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2
AL
03/01/2021 - Present
State Farm VP Management Corp. (Oneonta AL)
GA
01/03/2006 - 03/13/2019
STATE FARM VP MANAGEMENT CORP. (DULUTH GA)
TX
05/14/1998 - 11/22/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 07/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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