Stacey WabelCRD Number: 6987493
Current Firm: Fidelity Personal And Workplace Advisors
Stacey Wabel (CRD# 6987493) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 4 years of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Fidelity Brokerage Services, LLC||American Fork, UT||Jul 2018 - Current||4|
|Self Employed||Heber City, UT||Nov 2017 - Jul 2018||< 1|
|Kelly Educational||Provo, UT||Oct 2016 - May 2018||1|
|Self Employed||Salt Lake City, UT||Apr 2013 - Oct 2016||3|
|Unemployed||Heber City, UT||Sep 2012 - Apr 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2018|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- 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, VT, WA, WI, WV, WY
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