Unclaimed
Stanley Sharp is a registered investment advisor representative and general securities representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Stanley has been in the securities industry since March 1984. Stanley has a Series 65, Series 63, Series 31, Series 7 and SIE license. Stanley has registrations in 53 states and is approved for both Broker-Dealer and Investment Advisor scopes. Stanley has been affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. since January 1985. Stanley has also worked at Dean Witter Reynolds Inc. and Bank of America, N.A.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
GA
01/25/1994 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
NA
03/22/1984 - 01/25/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 08/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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