Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael King Stanley is a financial advisor with Keel Point, LLC. Michael Stanley has been in the financial industry since October 3, 2021. Michael Stanley holds licenses in Alabama and is registered as an Investment Advisor Representative in Alabama. Michael Stanley has a total of 3 exams, including Series 66, Series 7TO, and SIE. Michael Stanley has a current registration with Keel Point, LLC.
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.
Consulting service to third-party ria
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AL
11/22/2022 - Present
Keel Point, LLC (HUNTSVILLE AL)
BOTH
Issued 12/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Michael Stanley is the right advisor for you? Invested Better is here to help.
