Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Lee Stanley is a financial professional with over 18 years of experience in the financial services industry. Linda is currently registered with First Citizens Investor Services, Inc. Linda has held previous positions with BOFA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA SECURITIES LLC, and SUNTRUST CAPITAL MARKETS, INC. Linda holds a variety of licenses including Series 6, 7, 24, 63, 66, and 79. Linda specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
05/23/2022 - Present
First Citizens Investor Services, Inc. (Aiken SC)
NY
05/10/2019 - 11/13/2020
BOFA SECURITIES, INC. (NEW YORK NY)
VA
11/01/2010 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
GA
09/07/2006 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (ATLANTA GA)
GA
02/05/2003 - 10/04/2006
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
BC
Issued 02/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Linda Stanley is the right advisor for you? Invested Better is here to help.
