Unclaimed
Stanley Arliss Epps is a registered investment advisor representative in Virginia and North Carolina. Stanley has been in the securities industry since 1983 and has been affiliated with Centaurus Financial, Inc. since September 2006. Stanley specializes in providing financial planning, pension consulting, and educational seminars. Stanley also manages portfolios for individuals and businesses. Stanley has a strong track record of success in the financial services industry, and is committed to providing his clients with personalized financial advice and guidance.
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
VA
10/02/2014 - Present
Centaurus Financial, Inc. (CHESAPEAKE VA)
VA
08/15/2005 - 09/21/2006
USALLIANZ SECURITIES, INC. (CHESAPEAKE VA)
DE
08/23/2001 - 08/18/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NE
11/21/1983 - 07/25/2001
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 09/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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