Stacey Rene Maham

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2014 → Present
  Raymond James & Associates
  Columbus, OH

Previous Registrations

• 2013-07-10 → 2014-06-02
  Ubs Financial Services Inc.
  Columbus, OH

Other Businesses

(1)Name of Business: Columbus Medical Research Foundation Address: 2535 Silverleaf Dr, Powell, OH, 43065, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 05/17/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Present performance and cash flow on Foundation account. (2)Name of Business: VINELAND, LLC Address: 2535 Silverleaf Dr, Powell, OH, 43065, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/10/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1/3 partner in real estate rental and real estate rehab properties

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-24
• S63 Uniform Securities Agent State Law Examination
  2012-10-24

Other Names

• Stacey Rene Oetzel