Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Cunningham is a financial advisor with over 35 years of experience in the financial services industry. Stanley is currently registered with Osaic Wealth, Inc., a Registered Investment Advisor based in Scottsdale, Arizona. Stanley has extensive experience providing financial planning, investment management, and retirement planning services to a variety of clients, including individuals, families, businesses, and charitable organizations. Prior to joining Osaic Wealth, Stanley worked for a number of other reputable financial institutions, including Woodbury Financial Services, Inc., Invest Financial Corporation, Investcorp, Inc., BANC ONE SECURITIES CORPORATION, Raymond James Financial Services, Inc., LINSCO/PRIVATE LEDGER CORP., A. G. EDWARDS & SONS, INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stanley holds a Series 7, Series 24 and Series 63 licenses, and has extensive experience in the financial services industry. Stanley is committed to providing his clients with personalized financial advice and helping them 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.
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TX
01/19/2024 - Present
Osaic Wealth, Inc. (AUSTIN TX)
TX
01/25/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BRENHAM TX)
TX
11/02/2005 - 01/18/2018
INVEST FINANCIAL CORPORATION (BRENHAM TX)
TX
11/15/2004 - 11/17/2005
INVESTACORP, INC. (BRENHAM TX)
IL
11/19/2003 - 11/30/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
FL
01/02/2002 - 10/31/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
SC
03/03/1995 - 01/02/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MO
03/13/1992 - 03/07/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
06/21/1988 - 03/17/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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