Stacie Wolfe (CRD# 2921088) is an Investment Advisor Representative working at Edward Jones in Stanley, NC and has over 23 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Feb 2023 - Current | 1 |
| Unemployed | Stanley, NC | May 2021 - Feb 2023 | 1 |
| Wells Fargo Clearing Services | Charlotte, NC | Feb 2021 - May 2021 | < 1 |
| Unemployed | Stanley, NC | Apr 2019 - Feb 2021 | 1 |
| Wells Fargo Clearing Services, LLC | Charlotte, NC | Nov 2016 - Apr 2019 | 2 |
| Wells Fargo Advisors LLC | Charlotte, NC | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2001 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- NC
- TX
-
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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