Stacey SchallCRD Number: 6592370
Current Firm: Park Avenue Securities LLC
Stacey Schall (CRD# 6592370) is an Investment Advisor Representative working at Park Avenue Securities LLC in Fort Myers, FL and has over 2 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Truist Advisory Services, Inc.
Hightower Advisors, LLC
|Park Avenue Securities||Fort Myers, FL||Jan 2017 - Current||4|
|Guardian Life Ins||Fort Myers, FL||Nov 2015 - Current||6|
|Unemployed||Fort Myers, FL||Jul 2015 - Nov 2015||< 1|
|Fort Myers Broadcasting - Wink Tv (cbs)||Fort Myers, FL||Oct 2004 - Jul 2015||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2019|
|S63||Uniform Securities State Law Examination||Feb 2019|
Total Assets Under Management7,580MILLIONS
Total Number of Accounts39,245ACCOUNTS
Average Account Value$193,157
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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