Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

RBC Capital Markets, LLC

location

Vienna, VA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Stacia Apostolos is a financial advisor with over 13 years of experience in the financial industry. Stacia is currently registered with RBC Capital Markets, LLC, and has also held previous registrations with Triad Advisors LLC, Woodbury Financial Services, Inc., Thrivent Investment Management Inc., Allianz Life Financial Services, LLC, and Securian Financial Services, Inc. Stacia is licensed to offer securities and investment advisory services in multiple states, including Minnesota, Texas, Virginia, and the Virgin Islands. Stacia is committed to providing personalized financial advice to individuals, families, businesses, and institutions, helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Creative Planning

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Stacia Miller is an investment advisor representative at Creative Planning, a firm with over $175 billion in assets under management. Stacia has been in the financial industry since 1996 and holds licenses in Kansas and Texas. Stacia specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Charles Schwab Investment Management, Inc.

location

Lone Tree, CO

0 Disclosures

ADVISOR BIO

Stacie Lee is an investment advisor representative currently registered with Charles Schwab Investment Management, Inc. and has over 17 years of experience in the financial services industry. Stacie Lee has held previous positions with CHARLES SCHWAB & CO., INC. and GENEOS WEALTH MANAGEMENT, INC.. Stacie Lee is licensed to provide investment advisory services in Colorado.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

GREAT BARRINGTON, MA

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Stacie Weiner is a registered investment advisor representative with RBC Capital Markets, LLC, with over 30 years of experience in the financial services industry. Stacie is a licensed investment advisor in Connecticut and a registered investment advisor representative in Texas. Stacie has held previous positions at firms like Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stacie specializes in providing financial planning, portfolio management for individuals and businesses, and services for public and private employee benefit plans, endowment funds, foundations, family trusts, and various capital/operating funds.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

St. Louis, MO

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Stacie Lynn Winson is a financial advisor with over 20 years of experience in the financial industry. Stacie is registered with RBC Capital Markets, LLC. Stacie has been an active member of the financial industry since April 2000.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Nuveen Asset Management, LLC

location

CHICAGO, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Stacie Fincher is a registered investment advisor representative with Nuveen Asset Management, LLC. Stacie has been in the industry since 2015. Stacie's current firm is located in Chicago, IL. Stacie is registered to provide investment advice in 53 states, including Illinois. Stacie has passed the Series 66, Series 7, and SIE exams. Stacie has been with Nuveen Asset Management, LLC since 2019. Previously, Stacie was with Invesco Distributors, INC. Stacie specializes in providing investment advice to a variety of client types, including individuals, high-net-worth individuals, corporations, investment companies, and pension plans. Stacie also offers financial planning and portfolio management services.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO ADVICE
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Sanford C. Bernstein & CO., LLC

location

LOS ANGELES, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Stacie Jacobsen is a financial professional with over 20 years of experience in the industry. Stacie is currently registered with Sanford C. Bernstein & Co., LLC and holds Series 7, Series 63, Series 65 and SIE licenses. Stacie has a strong track record of success in providing investment advice to a wide range of clients, including high-net-worth individuals, charitable organizations, insurance companies, and pooled investment vehicles. Stacie's areas of expertise include portfolio management, financial planning, and investment advisory services.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed

D.a. Davidson & Co.

location

GREAT FALLS, MT

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Stacie Meeks Schissler is a registered representative with D.a. Davidson & Co. Stacie Meeks Schissler has been in the securities industry since August 2, 2018. Stacie Meeks Schissler is located in Great Falls, MT and works out of the Great Falls branch office. Stacie Meeks Schissler holds the Series 99 and SIE licenses. Stacie Meeks Schissler has worked for D.a. Davidson & Co. since August 2, 2018.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BRENTWOOD, TN

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Stacie Wegman is a financial advisor with Stifel, Nicolaus & Company, Inc., an investment firm with offices across the United States. Stacie is located in the Brentwood, TN office of Stifel, Nicolaus & Company, Inc. Stacie has 25 years of experience in the financial services industry and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Raymond James Financial Services, Inc., Morgan Stanley DW Inc., Banc of America Investment Services, Inc., and Wiley Bros.-Aintree Capital, LLC. Stifel, Nicolaus & Company, Inc. offers a variety of financial services including portfolio management for businesses, individuals, and pooled investment vehicles. Stacie holds Series 7, 9, 10, 63, and 65 securities licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

L & B Realty Advisors, LLP

location

DALLAS, TX

0 Disclosures

ADVISOR BIO

Stacie Crown is a registered Investment Advisor Representative with L & B Realty Advisors, LLP. Stacie Crown has been with L&B Realty Advisors, LLP since October 1994. Stacie Crown is registered with the state of Texas. Stacie Crown has a specialization in portfolio management for pooled investment vehicles and provides financial planning services.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Pooled Investment Vehicles

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