Unclaimed
John Robert Stanley is a financial advisor in the Pittsburgh area, with over 18 years of experience in the financial services industry. John has passed multiple industry exams including Series 7, Series 66 and SIE, and is currently registered to provide investment advice in 52 states and Puerto Rico. John is affiliated with Federated Investment Counseling and several related firms, including Federated Global Investment Management Corp., MDT Advisers, and Federated International Securities Corp. John provides investment advice to individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and other investment advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Adviser also provides model portfolios and asset allocation recommendations and periodic updates to them.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
01/24/2005 - Present
Federated Investment Counseling (PITTSBURGH PA)
PA
12/16/2004 - 10/26/2023
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 01/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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