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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 Jewell is a financial advisor with Wells Fargo Clearing Services, LLC. Stanley has been in the financial services industry since 1997 and has a wide range of experience. Stanley is registered with the state of Arizona and is also a registered investment advisor. Stanley offers a variety of services to clients, including financial planning, investment management, and portfolio management for individuals and businesses. Stanley is committed to providing his clients with the highest level of service and is dedicated to 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.
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.
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2
AZ
02/03/2016 - Present
Wells Fargo Clearing Services, LLC (ORO VALLEY AZ)
AZ
10/23/2009 - 11/01/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUCSON AZ)
AZ
03/05/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TUCSON AZ)
MN
03/12/1997 - 12/31/1997
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
IA
Issued 04/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/11/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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