Stacy Mallory Tredennick

Current Employers

Employment History

• 01/2011 → Present
  Osaic Wealth, Inc.
  Danville, CA
• 01/2011 → 03/2017
  Whjr Associates
  Campbell, CA
• 03/2017 → 12/2019
  Nwf Advisory Services
  Los Angeles, CA

Previous Registrations

• 2011-01-19 → 2017-04-18
  Whjr Associates
  Campbell, CA
• 2002-12-10 → 2011-01-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Ramon, CA
  Walnut Creek, CA
  San Ramon, CA

Other Businesses

1. STACY M TREDENNICK, INVESTMENT RELATED, 817 Glen Rd, Danville CA, OWNER, STARTED 3/1/2011, 5 HOURS PER MONTH, 1 HOUR PER MONTH DURING SEC. TRADING HOURS, INSURANCE SALES AND SERVICE. 2. POA AND CO-TRUSTEE WITH MY MOTHER POSITION: Trustee and Agent of her Durable POA NATURE: A Trust account ---My mother's Survivor's Trust. And a POA on her retirement accounts. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/17/2023 ADDRESS: 12258 Kirkdale Drive, Saratoga CA 95070, United States DESCRIPTION: Help my mother carry out her Trustee duties by managing assets in her Trust accounts and her retirement accounts to provide income and growth potential. I will merely follow through on her wishes and only step in to make decisions if she's temporarily or permanently incapacitated, or requests me to make decisions. 3. STACY M TREDENNICK POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2011 ADDRESS: 817 Glen Road, Danville CA 94526, United States DESCRIPTION: Help clients determine suitable life insurance and annuities for their specific needs. Research various options, present alternatives, provide recommendations and fill out necessary paperwork to help clients attain what they need. Additionally, I monitor existing contracts and recommend changes or additions if beneficial for the client. 4. NWF ADVISORY GROUP POSITION: Investment Advisor Representative NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 45 START DATE: 01/01/2020 ADDRESS: 817 Glen Road, Danville CA 94526, United States DESCRIPTION: Manage fee-based accounts and help clients with various Advisory-based services.

Exams

• S66 Uniform Combined State Law Examination
  2002-12-05

Other Names

• Stacy Kathleen Mallory
• Stacy M Tredennick