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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Alterman is an investment advisor representative with Osaic Advisory Services, LLC. Stanley has been in the securities industry since 1981 and is registered with FINRA and several states. Stanley has a wide range of experience in the financial services industry, including experience with both brokerage and investment advisory services. Stanley holds Series 7, Series 63, Series 24, Series 4, Series 53, and SIE licenses. Stanley's primary focus is on providing financial planning and portfolio management services to individuals, businesses, pension plans, and charitable organizations. Stanley is committed to providing personalized and customized financial advice to help clients achieve their financial goals.
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
GA
10/12/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
AZ
11/19/1989 - 02/19/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
03/02/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/15/1985 - 11/24/1986
ISFA CORPORATION
NA
05/07/1982 - 08/21/1984
PRUDENTIAL-BACHE SECURITIES INC.
NA
11/18/1980 - 04/15/1982
PHILIPS, APPEL & WALDEN, INC.
NA
01/08/1980 - 12/21/1980
FIRST INVESTORS CORPORATION
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/13/1987
Series 4 - Registered Options Principal Examination
BC
Issued 04/03/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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