Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cary? Claim Your ProfileCary Brendan Stamp is a financial advisor with Commonwealth Financial Network. Cary has been in the financial industry for over 30 years, working in various roles at Wachovia Securities, Inc., Principal Financial Securities, Inc., and Piper Jaffray Inc. Cary is licensed to provide financial advice and investment services in several states. Cary has achieved various professional qualifications, including the Series 7, 8, 9, 10, 53, 63 and 65 licenses. Cary has over 623,000 clients and has a strong understanding of the financial needs of individuals, businesses, and charities. Cary specializes in providing portfolio management, financial planning, and insurance sales. Cary is committed to providing personalized service and working with clients to help them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/31/2003 - Present
Commonwealth Financial Network (TEQUESTA FL)
MO
05/11/1998 - 12/18/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
TX
07/31/1995 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
MN
09/21/1990 - 08/09/1995
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 07/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/11/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/08/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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