Stacy Jean Pfizenmayer

Current Employers

Employment History

• 01/2013 → 10/2024
  American Portfolios Financial Services, Inc.
  Wyomissing, PA
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2013-01-08 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 1999-09-14 → 2012-07-20
  Vanguard Advisers, Inc.
  Malvern, PA

Other Businesses

1. CRUMP - INSURANCE SALES AGENT. 2. IVALUE FINANCIAL PLANNING. DBA. INSURANCE, AND TAXES. PARTNER, 30% OWNERSHIP. NOT SECURITIES RELATED. START DATE 1/1/2016. 160 HOURS DEVOTED PER MONTH, 160 HOURS DURING MARKET HOURS. 3. IVALUE FINANCIAL PLANNING POSITION: PARTNER NATURE: INSURANCE, AND TAXES INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2016 ADDRESS: 1436 Penn Ave, Suite B, Wyomissing PA 19610, United States DESCRIPTION: Complete tax returns for tax clients. Obtain life insurance and fixed annuities for clients in need of these products. 4. CEP REAL ESTATE LLC POSITION: Managing Partner NATURE: LLC Real Estate Rental INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2021 ADDRESS: 137 W. Devon Drive, Exton PA 19341, United States DESCRIPTION: Manage Property; set up cleaning and pay bills

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-24
• S63 Uniform Securities Agent State Law Examination
  1995-05-09

Designations

Other Names

• Stacy Jean Schroll