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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 Finkelberg is an investment advisor representative currently registered with Stifel, Nicolaus & Company, Inc.. Stanley Finkelberg has 28 years of experience in the financial services industry. Stanley Finkelberg is also a registered investment advisor representative. Stanley Finkelberg is registered with the state of New York as an Investment Advisor Representative. The firm's main office is located in St. Louis, Missouri. The firm's regulatory assets under management are $149,248,936,163, of which $93,479,356,739 is discretionary. Stanley Finkelberg's current firm also provides financial planning, portfolio management for individuals, pension consulting, selection of other advisors, and portfolio management for pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
05/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
02/20/1996 - 06/03/2009
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
03/25/1993 - 02/06/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/08/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1993
Series 3 - National Commodity Futures Examination
BC
Issued 03/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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