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 financial advisor with over 20 years of experience in the industry. Michael is registered with Janney Montgomery Scott LLC and is licensed to provide investment advice in a number of states, including Delaware, New Jersey, New York, and Pennsylvania. Prior to joining Janney Montgomery Scott LLC, Michael worked at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Quasar Distributors, LLC, and Citco Mutual Fund Distributors, Inc. Michael has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals.
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.
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.
Fee plus commission
1
2
PA
11/03/2022 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
KY
11/22/2011 - 11/09/2022
MORGAN STANLEY (LOUISVILLE KY)
PA
06/23/2008 - 11/16/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EXTON PA)
ME
02/16/2007 - 11/30/2007
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
PA
01/24/2002 - 11/20/2006
CITCO MUTUAL FUND DISTRIBUTORS, INC. (MALVERN PA)
NE
08/11/2000 - 09/12/2001
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 07/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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