Stacy SwineyCRD Number: 5435350
Current Firm: Edward Jones
Stacy Swiney (CRD# 5435350) is an Investment Advisor Representative working at Edward Jones in Maryland Heights, MO and has over 5 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Edward Jones||St. Louis, MO||Apr 2011 - Current||6|
|Capital Group||San Antonio, TX||Oct 2007 - Apr 2011||3|
|World Savings||San Antonio, TX||Mar 2001 - Sep 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)