Stacy Wasserman (CRD# 2741550) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Westlake, TX and has over 6 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Western & South Life | Westlake, TX | Jan 2021 - Current | 3 |
| W&s Brokerage Services | Cincinatti, OH | Jan 2021 - Current | 3 |
| Na | Plano, TX | Nov 2020 - Dec 2020 | < 1 |
| Allstate Insurance Company | Irving, TX | Jul 2017 - Nov 2020 | 3 |
| Allstate Insurance Company | Irving, TX | Jul 2017 - Nov 2020 | 3 |
| State Farm Insurance | Dallas, TX | Dec 2011 - Jun 2017 | 5 |
| State Farm Vp Management Corp. | Dallas, TX | Mar 2005 - Jun 2017 | 12 |
| State Farm Vp Management | Dallas, TX | Mar 2005 - Jun 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
- TX
-
Total Assets Under Management123MILLIONS
-
Total Number of Accounts451ACCOUNTS
-
Average Account Value$272,427
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NM, NV, OH, PA, SC, TN, TX, VA, WI, WV
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