Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Robbins is a financial advisor with over 20 years of experience in the industry. Stanley is currently registered with Osaic FA, Inc. Stanley previously held positions with WELLS FARGO CLEARING SERVICES, LLC, PNC INVESTMENTS, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Stanley is also a Certified Financial Planner. Stanley specializes in portfolio management for individuals and businesses, financial planning, retirement planning, and selection of other advisors. Stanley is registered in several states, including Pennsylvania, Arizona, Delaware, Florida, New Jersey, New York and others.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
PA
12/20/2022 - Present
Osaic FA, Inc. (RICHBORO PA)
PA
05/03/2007 - 12/22/2022
WELLS FARGO CLEARING SERVICES, LLC (RICHBORO PA)
PA
06/17/2005 - 05/04/2007
PNC INVESTMENTS (PHILADELPHIA PA)
MN
09/23/2003 - 01/28/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/23/2003 - 01/28/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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