Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Fanfan is a financial advisor with over 15 years of experience in the industry. Stanley is currently registered with LPL Financial LLC and holds Series 7, 31 and 66 licenses. Stanley's previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley and Ameriprise Financial Services, Inc. Stanley provides financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars.
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.
Consulting and other non-discretionary advisory services
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
MA
09/22/2020 - Present
LPL Financial LLC (BOSTON MA)
MA
05/12/2016 - 03/16/2018
MORGAN STANLEY (NORWELL MA)
MA
10/26/2011 - 05/09/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
FL
02/09/2011 - 09/29/2011
LPL FINANCIAL LLC (MIRAMAR FL)
FL
10/09/2009 - 09/30/2010
MORGAN STANLEY SMITH BARNEY (MIAMI FL)
MA
11/25/2008 - 09/24/2009
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
10/29/2007 - 10/23/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALTHAM MA)
MA
07/09/2007 - 08/15/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLESTOWN MA)
BOTH
Issued 01/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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