Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Christopher Sarli has over 23 years of experience in the financial services industry. Stanley joined Steward Partners Investment Advisory, LLC in August 2021. Prior to that, Stanley was with Raymond James Financial Services, Inc. and Morgan Stanley for 10 years. Stanley has a Series 7, 9, 10, 63, and 66 license. Stanley's background includes experience in financial planning, portfolio management and pension consulting.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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NY
12/13/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NY
08/16/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
06/19/2013 - 08/24/2021
MORGAN STANLEY (New York NY)
NJ
05/10/2006 - 05/22/2013
FIDELITY BROKERAGE SERVICES LLC (PARAMUS NJ)
NJ
02/08/2005 - 03/31/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (JERSEY CITY NJ)
MN
03/18/1999 - 07/02/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/18/1999 - 07/02/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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