Jacqueline Stacey is a CFP-designated registered investment advisor, based in Mason, OH, with 21 years of industry experience.
Location
8118 Corporate Way, #140, Mason, OH, 45040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacqueline is an independent insurance agent for various insurance companies, including United Healthcare and Kansas City Life, dedicating a few hours per week and minimal time per month, respectively. She is also an advisory representative of a RIA (CIRA), a registered representative for Lifetime Strategies, and treasurer of a homeowners association, dedicating significant time to these roles.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Private Client Services, LLCBroker
Securities America, INC.Broker
Sunset Financial Services, INC.Broker
Signator Investors, INC.Broker
Natcity Investments, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.