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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Tappan Stannard is a financial advisor with over 37 years of experience in the financial services industry. Currently registered with LPL Financial LLC, Jeffrey Tappan Stannard specializes in providing financial planning, portfolio management and consulting services for individuals, businesses, and charitable organizations. Jeffrey Tappan Stannard has previously held positions at Boenning & Scattergood, Inc., Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., and Morgan Stanley & Co., Incorporated.
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.
Consulting and other non-discretionary advisory services
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.
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2
PA
02/01/2023 - Present
LPL Financial LLC (WEST CONSHOHOCKEN PA)
PA
09/10/2019 - 02/06/2023
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
NJ
10/26/2015 - 08/28/2019
WELLS FARGO CLEARING SERVICES, LLC (HADDON TOWNSHIP NJ)
MA
04/27/2007 - 09/22/2015
UBS FINANCIAL SERVICES INC. (PEABODY MA)
NJ
04/02/2007 - 04/27/2007
MORGAN STANLEY & CO., INCORPORATED (SHORT HILLS NJ)
NJ
03/19/1985 - 04/02/2007
MORGAN STANLEY DW INC. (SHORT HILLS NJ)
IA
Issued 05/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/01/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1989
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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