Unclaimed
Stanley K Allred is a registered representative with D.a. Davidson & Co. Stanley has been in the industry since 1984 and has a variety of experience, including working with high-net-worth individuals, corporations, and institutions. Stanley is a licensed broker-dealer and investment advisor representative.
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.
1
2
WA
04/17/2002 - Present
D.a. Davidson & Co. (KENNEWICK WA)
MN
04/28/1986 - 11/29/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
06/06/1985 - 04/28/1986
NPC SECURITIES, INCORPORATED
NA
12/05/1984 - 06/14/1985
FSC SECURITIES CORPORATION
NA
04/04/1984 - 12/14/1984
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 02/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/17/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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