Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Kung in Cheung is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Stanley has been in the financial services industry since June 18, 1990. Stanley holds the Series 63, Series 7, and SIE licenses. In addition to the current registration with Merrill Lynch, Pierce, Fenner & Smith Inc., Stanley has previously been registered with BA INVESTMENT SERVICES, INC. and THE STUART-JAMES COMPANY, INCORPORATED. Stanley has been registered in Arizona, California, Connecticut, Florida, Georgia, Hawaii, Idaho, Kentucky, Maine, Nevada, New York, North Carolina, Oregon, Texas, and Washington. Stanley is located in Pleasanton, CA and works at the Pleasanton branch of Merrill Lynch.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
10/19/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PLEASANTON CA)
CA
05/24/1994 - 07/21/1997
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NY
11/13/1990 - 05/27/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CO
05/22/1990 - 10/15/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BC
Issued 06/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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