Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley McKinney is an investment advisor representative at Truist Advisory Services, Inc. with over 20 years of experience in the financial services industry. Stanley holds the Series 6, 7, 63, 66 and SIE licenses, and is registered in Tennessee. Stanley has a history of working with individual investors, corporations, and institutions and is well-versed in the intricacies of financial planning, investment management, and wealth preservation.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
TN
07/25/2023 - Present
Truist Advisory Services, Inc. (CORDOVA TN)
TN
06/30/2004 - 08/05/2008
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
AL
10/14/2003 - 06/03/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NJ
09/19/2001 - 10/04/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 07/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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