Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Irvin Roy is a financial advisor with over 15 years of experience in the financial services industry. Stanley is currently registered with Ameriprise Financial Services, LLC. Stanley has been associated with this firm since September 2018. Stanley has held previous positions with CSSC BROKERAGE SERVICES, INC. and MUTUAL SERVICE CORPORATION. Stanley holds Series 66, Series 24, and Series 7 licenses. Stanley is also registered to offer investment advice in Florida. Stanley provides investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, trusts/estates, insurance companies, pension and profit-sharing plans, and state or municipal government entities. Stanley offers a variety of financial services, including asset allocation, financial planning, pension consulting, educational seminars, portfolio management for individuals, portfolio management for businesses, and selection of other advisors.
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.
Asset allocation services
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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2
FL
09/20/2018 - Present
Ameriprise Financial Services, LLC (Fort Myers FL)
FL
03/21/2007 - 08/13/2018
CSSC BROKERAGE SERVICES, INC. (FORT MYERS FL)
CT
05/09/2003 - 03/21/2007
MUTUAL SERVICE CORPORATION (NORTH HAVEN CT)
BOTH
Issued 08/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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