Unclaimed
Stanley Paul Hadam is a financial advisor with over 40 years of experience in the industry. Stanley currently works with Wells Fargo Clearing Services, LLC, a firm with approximately $10 billion to $50 billion in assets under management. Stanley provides investment consulting services to institutional clients and individuals. Stanley has served as a financial advisor for several other firms, including Prudential Securities Incorporated and David Lerner Associates, Inc., and has held various leadership positions including General Securities Principal. Stanley is registered with the Financial Industry Regulatory Authority (FINRA) and holds several licenses including Series 3, 5, 7, 9, 10, 15, 24, 52, 63 and 65.
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.
Investment consulting services to institutional clients
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
NJ
11/18/2013 - Present
Wells Fargo Clearing Services, LLC (VINELAND NJ)
NY
04/10/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
05/14/1985 - 04/03/1996
DAVID LERNER ASSOCIATES, INC.
NY
10/08/1982 - 04/03/1996
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NA
03/30/1984 - 03/11/1985
PAINEWEBBER INCORPORATED
IA
Issued 05/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/06/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/02/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1997
Series 15 - Foreign Currency Options Examination
BC
Issued 04/30/1997
Series 5 - Interest Rate Options Examination
BC
Issued 04/24/1997
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1982
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe 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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