Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stanley is a registered representative with &partners. Michael has been in the financial services industry for 14 years, and holds the Series 66, Series 7, Series 9, Series 10, Series 24, Series 31, Series 99TO and SIE licenses. Michael was previously registered with MORGAN STANLEY, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, TRIAD ADVISORS LLC, and WELLS FARGO ADVISORS, LLC. Michael has a large number of approved state registrations for both Broker-Dealer and Investment Advisor. Michael is also a registered investment advisor in both New Jersey and Texas.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
NJ
07/26/2024 - Present
&partners (Edison NJ)
NJ
03/31/2022 - 05/15/2024
MORGAN STANLEY (Short Hills NJ)
NJ
01/08/2019 - 03/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEWATER NJ)
NJ
06/14/2013 - 12/14/2018
TRIAD ADVISORS LLC (FLEMINGTON NJ)
NJ
04/14/2009 - 05/28/2013
WELLS FARGO ADVISORS, LLC (SHORT HILLS NJ)
BOTH
Issued 06/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2016
Series 24 - General Securities Principal Examination
BC
Issued 02/04/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/03/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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