STACEY LEE VELEZ is an investment adviser representative (IAR) with state registration records since 2000, appearing at 5 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2023-10-31 | present | Yes |
| CIBC PRIVATE WEALTH ADVISORS, INC. | 2017-11-20 | 2023-10-31 | — |
| GENEVA ADVISORS, LLC | 2009-01-23 | 2017-09-01 | — |
| ADVANCED EQUITIES, INC. | 2008-02-13 | 2008-10-29 | — |
| CHARLES SCHWAB & CO., INC. | 2000-09-12 | 2008-01-09 | — |