Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Bernard Klein is a financial professional with over 35 years of experience in the financial services industry. Stanley currently works at MML Investors Services, LLC, where he has been employed since March 2017. Prior to this, Stanley was with MSI Financial Services, Inc., Nations Financial Group, Inc., Aegon USA Securities Inc., Shochet Securities Inc., and Advest, Inc. Stanley has a Series 7, Series 63 and SIE license. Stanley has been registered in Florida and New York since March 2017.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
03/25/2017 - Present
MML Investors Services, LLC (Plantation FL)
FL
02/21/2017 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PLANTATION FL)
FL
04/09/1998 - 02/22/2017
NATIONS FINANCIAL GROUP, INC. (DAVIE FL)
IA
04/08/1992 - 04/09/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
FL
12/04/1990 - 04/14/1992
SHOCHET SECURITIES INC. (BOCA RATON FL)
CT
08/19/1985 - 12/19/1990
ADVEST, INC. (HARTFORD CT)
NA
04/13/1981 - 09/07/1985
E. F. HUTTON & COMPANY INC
BC
Issued 04/29/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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