Unclaimed Profile

Stacy Mae Van Der Werp

PFG ADVISORS, LLC·PEORIA, Arizona

SIE, Series 6, Series 7, Series 9, Series 10, Series 24, Series 53, Series 63, Series 66Clean record13 years registeredPFG ADVISORS, LLC

16150 N. ARROWHEAD FOUNTAINS CENTER DRIVE, PEORIA, AZ 85382CRD# 5501033Firm CRD# 173344

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stacy Mae Van Der Werp · PEORIA, AZ

Registration

CRD #5501033 · PFG ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PFG ADVISORS, LLC

PFG ADVISORS

Oct 2015 – Nov 2016

PEORIA, AZ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2013 – Aug 2015

CHANDLER, AZ

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Oct 2012 – May 2013

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · October 18, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PFG ADVISORS, LLC

CRD 173344 · SEC 801-80797

AUM

$2.3B

Regulatory assets under management

Employees

115

11,752 client accounts

Services offered by PFG ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PFG ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Stacy Mae Van Der Werp offer?

Stacy Mae Van Der Werp specializes in Financial Planning, Investment Management.

What are Stacy Mae Van Der Werp's credentials?

Stacy Mae Van Der Werp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stacy Mae Van Der Werp located?

Stacy Mae Van Der Werp is based in PEORIA, Arizona, last registered with PFG ADVISORS, LLC.

How does Stacy Mae Van Der Werp charge for services?

Stacy Mae Van Der Werp's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PFG ADVISORS, LLC?

PFG ADVISORS, LLC has approximately 115 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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