Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Keith Price is an investment advisor with Stifel, Nicolaus & Company, Inc. with over 40 years of experience in the financial industry. Stanley holds Series 7 and Series 63 licenses as well as the SIE exam. Stanley is registered to offer securities and investment advisory services in multiple states including, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Massachusetts, Minnesota, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. In addition to his brokerage license, Stanley is also registered to provide investment advisory services in California and Texas. Stanley has experience working with a diverse client base ranging from high-net-worth individuals to corporations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/29/2021 - Present
Stifel, Nicolaus & Company, Inc. (LOS ANGELES CA)
CA
01/08/1988 - 06/10/2011
UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)
NA
10/01/1985 - 01/20/1988
SHEARSON LEHMAN BROTHERS INC.
NA
03/25/1982 - 10/04/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 11/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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