Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas John Stanley is a financial advisor with over 30 years of experience in the industry. He is currently registered with Robert W. Baird & Co. Inc. and has been with the firm since June 1994. Thomas has a broad range of experience in providing financial advice, including portfolio management, financial planning, pension consulting, and educational seminars. He is also a licensed Investment Advisor Representative (IAR) and has passed the Series 63, Series 65, and Series 7 exams. Thomas's work experience also includes previous positions at EVEREN SECURITIES, INC., BLUNT ELLIS & LOEWI INCORPORATED, SHEARSON LEHMAN HUTTON INC., and E. F. HUTTON & COMPANY INC.
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.
See schedule d
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.
Hard dollar payments for research
1
2
MI
05/23/2017 - Present
Robert W. Baird & Co. Inc. (Holland - Downtown MI)
MO
09/04/1990 - 06/14/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
02/06/1990 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NY
04/11/1988 - 02/20/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
01/21/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 12/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
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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