Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Michael Stanley is an investment advisor representative with NewEdge Advisors. Shawn has over 20 years of experience in the financial services industry. Shawn is registered with FINRA and has Series 6, 7, 63, and 66 securities licenses. Shawn provides investment advice to individuals, businesses, and institutions. Shawn is registered in 21 states and the District of Columbia. Shawn also provides financial planning services to individuals and families. Shawn is a highly experienced and qualified financial advisor who is committed to providing his clients with personalized investment advice and financial planning solutions. Shawn's previous employment includes positions at J.P. Morgan Securities LLC, Neuberger Berman LLC, and Sanford C. Bernstein & Co., 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.
Guidance on pension options to ensure a secure financial future.
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
LA
06/07/2024 - Present
Newedge Advisors (NEW ORLEANS LA)
TX
03/14/2014 - 06/08/2024
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
09/14/2009 - 03/18/2014
NEUBERGER BERMAN LLC (DALLAS TX)
TX
02/06/2002 - 09/10/2009
SANFORD C. BERNSTEIN & CO., LLC (DALLAS TX)
IL
10/17/2000 - 08/09/2001
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 12/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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