Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Lee Crisci is a financial advisor who has been working in the industry since 1996. Stanley is registered with RBC Capital Markets, LLC. Stanley holds a Series 7, 24, 31 and 63 securities license, and Series 65 investment advisor registration, along with several state registrations. Prior to joining RBC Capital Markets, LLC Stanley worked at Raymond James & Associates, INC., Morgan Keegan & Company, Inc. and The Huntington Investment Company. Stanley's specializations include private client services, business owners, corporate retirement plans, and investment management. Stanley has experience working with a variety of clients, including individuals, families, businesses, and institutions. Stanley is dedicated to providing his clients with personalized financial advice and guidance.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
IN
02/05/2015 - Present
RBC Capital Markets, LLC (INDIANAPOLIS IN)
IN
02/13/2013 - 09/03/2013
RAYMOND JAMES & ASSOCIATES, INC. (INDIANAPOLIS IN)
IN
11/28/2008 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (INDIANAPOLIS IN)
IN
05/12/1998 - 11/28/2008
THE HUNTINGTON INVESTMENT COMPANY (INDIANAPOLIS IN)
NY
01/09/1996 - 05/14/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 01/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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