Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Kalman King is a financial advisor who has been active in the financial industry since 1969. He is currently registered with Oppenheimer & Co. Inc. in the states of California and Texas. Stanley has a wide range of experience in the financial industry, including working with Citigroup Global Markets Inc., Lehman Brothers Inc., and UBS Financial Services Inc. Stanley provides a variety of financial services to clients, including financial planning, portfolio management, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
05/17/2017 - Present
Oppenheimer & Co. Inc. (LOS ANGELES CA)
CA
10/16/2008 - 01/24/2014
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
CA
07/31/1993 - 10/28/2008
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
NY
11/22/1977 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/17/1976 - 11/22/1977
SHEARSON HAYDEN STONE INC.
NA
11/08/1974 - 11/17/1976
SHEARSON HAYDEN STONE INC.
NA
06/26/1974 - 11/08/1974
HAYDEN STONE INC.
NA
12/11/1969 - 08/15/1974
SHEARSON, HAMMILL & CO., INCORPORATED
IA
Issued 04/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/19/1977
PC - AMEX Put and Call Exam
BC
Issued 06/21/1960
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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