Unclaimed
Lee Keller Stanley is a financial professional with over 10 years of experience in the industry. Lee Stanley is currently registered with BDT & MSD Partners, LLC, a firm that is based in Chicago, IL. Previously, Lee Stanley was registered with J.P. MORGAN SECURITIES LLC in Chicago, IL.
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.
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.
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2
IL
09/14/2015 - Present
BDT & MSD Partners, LLC (CHICAGO IL)
IL
08/19/2013 - 08/24/2015
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BC
Issued 08/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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