Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Quelle is a registered representative with Wealthpenn.comllc. Stanley has been in the industry since June 16, 2000. Stanley has been with Wealthpenn.comllc since March 9, 2023. Prior to that, Stanley worked at Raymond James & Associates, Inc., Northwestern Mutual Investment Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, PRUCO SECURITIES, LLC., DE ROUTE, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, EHRENKRANTZ KING NUSSBAUM, INC., CROWN FINANCIAL GROUP, INC., TULLETT LIBERTY SECURITIES INC., KNIGHT CAPITAL MARKETS, LLC., KNIGHT SECURITIES, L.P., D. E. SHAW SECURITIES, L.P., NEWBRIDGE SECURITIES INC., and CS FIRST BOSTON CORPORATION.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/09/2023 - Present
Wealthpenn.comllc (PURCHASE NY)
FL
11/11/2022 - 02/24/2023
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
04/21/2022 - 08/17/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NY
11/14/2018 - 04/01/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HICKSVILLE NY)
NY
01/30/2017 - 08/28/2017
PRUCO SECURITIES, LLC. (MELVILLE NY)
NY
04/06/2009 - 01/30/2015
DE ROUTE (NEW YORK NY)
NY
07/17/2006 - 08/29/2007
METLIFE SECURITIES INC. (ROSLYN NY)
NY
07/17/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROSLYN NY)
NY
11/23/2005 - 05/22/2006
EHRENKRANTZ KING NUSSBAUM, INC. (MELVILLE NY)
NJ
02/04/2003 - 03/17/2005
CROWN FINANCIAL GROUP, INC. (JERSEY CITY NJ)
NY
09/09/2002 - 02/18/2003
TULLETT LIBERTY SECURITIES INC. (NEW YORK NY)
NY
02/18/1999 - 04/16/2002
KNIGHT CAPITAL MARKETS, LLC. (PURCHASE NY)
NJ
02/08/2000 - 09/27/2000
KNIGHT SECURITIES, L.P. (JERSEY CITY NJ)
NY
11/30/1995 - 12/31/1998
D. E. SHAW SECURITIES, L.P. (NEW YORK NY)
NY
03/30/1995 - 05/12/1995
NEWBRIDGE SECURITIES INC. (NEW YORK NY)
NY
04/27/1993 - 02/21/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
BOTH
Issued 1/7/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/2/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 8/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 4/1/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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