Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Thomas is a financial advisor with over 12 years of experience in the industry. Stanley has a Series 6, Series 63, and SIE license. Stanley is currently registered with J.P. Morgan Securities LLC and is licensed in Georgia, Montana, Nebraska, North Carolina, Oklahoma, and Texas. Stanley has previously been registered with CHASE INVESTMENT SERVICES CORP. Stanley provides financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals. Stanley specializes in investments, insurance, annuities, mutual funds, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (HOUSTON TX)
TX
11/06/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BC
Issued 11/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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