Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Leo Stanley is a financial advisor with over 50 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and is based in Macomb, Michigan. Paul is licensed to provide investment advice in Arizona, California, Florida, Georgia, Michigan, and Tennessee. Paul has a wide range of experience working with individuals, families, and businesses. He is committed to providing personalized financial planning and investment management services to help his clients achieve their financial goals.
MACOMB, MI
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.
A percentage of the total value of assets under management is charged.
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2
MI
11/03/2023 - Present
Osaic Wealth, Inc. (MACOMB MI)
MI
04/11/2019 - 11/03/2023
FSC SECURITIES CORPORATION (MACOMB MI)
OH
06/04/2009 - 04/15/2019
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
MI
08/11/1997 - 06/12/2009
EQUITAS AMERICA, LLC (MOUNT CLEMENS MI)
FL
06/24/1983 - 07/22/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
08/09/1977 - 12/21/1982
MUTUAL SERVICE CORPORATION
NA
03/27/1973 - 10/22/1982
PENN MUTUAL EQUITY SERVICES, INC.
IA
Issued 10/6/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/22/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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