Stacey Truelove (CRD# 5321861) is an Investment Advisor Representative working at Edward Jones in Hartville, OH and has over 7 years of experience in the finance industry.
CRD# 5192091
Charles Schwab & Company, Inc.
CRD# 6535471
Commonwealth Financial Network
CRD# 1349069
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Aug 2016 - Current | 7 |
| The Huntington Investment Company | Columbus, OH | Mar 2014 - Aug 2016 | 2 |
| Huntington National Bank | Wadsworth, OH | May 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- OH
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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