Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Edward Kiec is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Stanley has been working in the financial services industry since 1987. Stanley has a Series 7 and Series 63 license, as well as a Series 65 license. He is also registered with FINRA and the state of Pennsylvania. Stanley's current employment is with Wells Fargo Clearing Services, LLC, but Stanley has also worked with Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, and Citigroup Global Markets Inc. Stanley Edward Kiec provides investment advisory services to individuals, businesses, and institutional clients. He specializes in financial planning, portfolio management, and investment 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
PA
09/06/2019 - Present
Wells Fargo Clearing Services, LLC (WYOMISSING PA)
PA
06/01/2009 - 09/10/2019
MORGAN STANLEY (WYOMISSING PA)
PA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WYOMISSING PA)
NY
02/13/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/22/1987 - 01/26/1989
BUTCHER & SINGER INC.
IA
Issued 07/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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