Unclaimed
Stan Lantsman is a financial advisor who has been working in the industry since November 14, 2000. Stan is currently registered with Evercore Group LLC in Boston, MA. Stan is also registered with FINRA and in 37 states. Prior to joining Evercore Group LLC, Stan was employed with CREDIT SUISSE SECURITIES (USA) LLC in Boston, MA. Stan is licensed to sell securities in 37 states and is also a Registered Representative of FINRA.
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.
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.
1
2
MA
08/04/2021 - Present
Evercore Group LLC (Boston MA)
MA
11/15/2000 - 08/06/2021
CREDIT SUISSE SECURITIES (USA) LLC (Boston MA)
BC
Issued 03/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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