Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Stanley is a financial advisor at LPL Financial LLC. Scott has been working in the financial industry since September 2012 and is registered with the state of California. Scott holds a Series 7 and Series 66 license, as well as the SIE exam. Scott is also a Certified Financial Planner. Scott specializes in providing financial planning, portfolio management, and investment advice to individuals and families. He also provides financial planning services to businesses, corporations and other organizations. Scott's clients have access to a wide range of financial products and services, including mutual funds, stocks, bonds, and insurance. Scott has a commitment to providing his clients with personalized and comprehensive financial advice. Scott is a strong advocate for his clients and strives to build long-term relationships with them.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
09/18/2015 - Present
LPL Financial LLC (SAN RAFAEL CA)
BOTH
Issued 01/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Stanley is the right advisor for you? Invested Better is here to help.
