Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanford? Claim Your ProfileStanford Roberts is a financial advisor with Stonex Advisors Inc. Stanford has been working in the financial industry since July 2, 1997 and has a total of 9 years of experience working as a financial advisor. Stanford is registered with 10 states, including Alabama, Colorado, Florida, Georgia, Illinois, Michigan, Mississippi, New York, North Carolina, and is a Certified Financial Planner. Stonex Advisors Inc. is a registered investment advisor with the SEC.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
1
2
AL
09/23/2019 - Present
Stonex Advisors Inc. (Birmingham AL)
AL
08/11/2014 - 09/24/2019
AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
04/22/2005 - 08/11/2014
STERNE AGEE FINANCIAL SERVICES, INC. (VESTAVIA AL)
AL
01/23/2002 - 05/20/2005
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
TX
02/02/1999 - 01/22/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NY
07/03/1997 - 02/02/1999
MONY SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 04/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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