Stacey Jo Parks

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  College Station, TX

Previous Registrations

• 2003-11-05 → 2005-07-29
  Ubs Financial Services Inc.
  Bryan, TX

Exams

• S66 Uniform Combined State Law Examination
  2003-09-26
• S63 Uniform Securities Agent State Law Examination
  1998-04-17

Other Names

• Stacey Jo Burdine