Lance Stanislaus
CRD Number: 6783748Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lance Stanislaus (CRD# 6783748) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 6 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
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Bankers Life Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington, NC | Feb 2020 - Current | 4 |
Bank Of America, N.a. | Wilmington, NC | Feb 2020 - Current | 4 |
W&s Brokerage Services | Cincinnati, OH | Oct 2019 - Dec 2019 | < 1 |
Western Southern Life | Wilmington, NC | Sep 2019 - Dec 2019 | < 1 |
Unemployed | Wilmington, NC | Jun 2019 - Sep 2019 | < 1 |
Edward Jones | St Louis, MO | May 2017 - May 2019 | 2 |
Wireless Vision | Tulsa, OK | Mar 2012 - Apr 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- NC
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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