Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley McRoberts is a registered representative with Oneamerica Securities, Inc. and has been in the financial services industry since 1971. Stanley holds several industry licenses including Series 7, 6, 63, 24 and SIE. In addition, Stanley is registered with the states of Florida, Indiana, North Carolina, Ohio and Washington. Previously, Stanley was associated with American United Life Insurance Company, CFD INVESTMENTS, INC., ROGER J. LANGE AND COMPANY, INC., LINCOLN FINANCIAL ADVISORS CORPORATION and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Stanley specializes in portfolio management for individuals and businesses, financial planning and pension consulting.
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.
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
IN
04/18/1989 - Present
Oneamerica Securities, Inc. (Indianapolis IN)
IN
04/18/1989 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
06/10/1993 - 10/19/1993
CFD INVESTMENTS, INC. (KOKOMO IN)
NA
11/23/1987 - 12/20/1988
ROGER J. LANGE AND COMPANY, INC.
NA
07/13/1971 - 12/10/1987
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
07/13/1971 - 12/08/1987
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BC
Issued 06/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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