Stacy H Bortle

Current Employers

Employment History

• 06/2014 → 02/2018
  Sanford C. Bernstein & Co., Llc
  San Antonio, TX
• 03/2018 → 07/2018
  Regions Bank
  Ridgeland, MS
• 07/2018 → 01/2021
  Trustmark National Bank
  Jackson, MS
• 08/2018 → 02/2021
  Lpl Financial Llc
  Jackson, MS
• 05/2022 → 05/2026
  First Citizens Investor Services
  Raleigh, NC
• 01/2021 → 07/2022
  Bankplus
  Ridgeland, MS
• 04/2024 → 05/2026
  First Citizens Bank
  Raleigh, NC
• 03/2025 → 05/2026
  First Citizens Asset Management, Inc.
  Raleigh, NC
• 03/2025 → 05/2026
  Svbw Wealth, Llc
  Boston, MA
• 08/2026 → Present
  Citizens Bank
  Charlotte, NC
• 08/2026 → Present
  Citizens Securities, Inc.
  Charlotte, NC
• 05/2026 → 08/2026
  Unemployed
  Huntersville, NC

Previous Registrations

• 2022-05-24 → 2026-05-13
  First Citizens Investor Services, Inc.
  Raleigh, NC
  New Albany , OH
  Decatur, GA
  Hunterville, NC
  Charlotte, NC
  Raleigh, NC
  Vilonia, AR
  Huntersville, NC
  Raleigh, NC
• 2018-08-17 → 2021-02-26
  Lpl Financial Llc
  Jackson, MS
• 2014-07-07 → 2018-03-14
  Alliancebernstein L.P.
  San Antonio, TX
• 2013-06-19 → 2014-04-29
  Northwestern Mutual Investment Services, Llc
  Ridgeland, MS
  San Antonio, TX

Other Businesses

1) Poshmark: not investment-related; conducted rom home; online resale site to sell small used items; app user; 8/12/22; 1 hour per weekend; none during trading hours; basically an online garage sale, no items are purchased with the intent to sell 2) Herbalife Nutrition: not investment-related; conducted from home; distributorship for nutrition products; independent distributor; 11/14/2022;1 hours/month devoted to the other business; 0 during securities trading hours; order products as needed for self or friends and family

Exams

• S66 Uniform Combined State Law Examination
  2013-06-18
• S63 Uniform Securities Agent State Law Examination
  2010-06-22

Other Names

• Stacy Denise Hawkins
• Stacy D Hawkins