Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Landon Stanley is a financial advisor who has been in the industry since 1996. He is currently registered as an Investment Advisor Representative with Private Advisor Group, LLC in North Carolina and Texas. He has worked with Private Advisor Group since 2013, and previously worked at WS Griffith Securities, Inc. in Connecticut. Jeremy has a wide range of experience in the financial industry and is committed to helping clients achieve their financial goals. He holds several licenses and designations, including the Series 7, 63, 65, and 24 licenses. He is also a Certified Financial Planner. Jeremy is passionate about helping clients develop a personalized financial plan and achieve their financial goals. He believes that financial planning is an essential part of a successful life and is committed to providing his clients with the highest level of service.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NC
10/26/2021 - Present
Private Advisor Group, LLC (WINSTON SALEM NC)
CT
09/03/1996 - 06/01/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IA
Issued 09/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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