Unclaimed
Carey M. Stansbury is a financial advisor at Osaic Wealth, Inc. Carey has been in the financial industry since 1986. Carey is registered with the state of Ohio and has multiple state registrations. Carey also holds Series 6, Series 63, and Series 65 licenses. Osaic Wealth, Inc. is a firm that provides financial advisory services. They work with individuals, families, and businesses, and they offer a variety of financial planning and investment services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
12/22/2016 - Present
Osaic Wealth, Inc. (TOLEDO OH)
OH
08/21/2009 - 12/04/2012
NEXT FINANCIAL GROUP, INC. (TOLEDO OH)
OH
07/05/2002 - 08/24/2009
MUTUAL SERVICE CORPORATION (TOLEDO OH)
AL
07/02/1997 - 07/17/2002
PROEQUITIES, INC. (BIRMINGHAM AL)
FL
01/01/1987 - 07/11/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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