Jeffrey Alan Stanley
Professional Summary
Jeffrey Alan Stanley, who also goes by Jeffrey Alan Stanley, Jeffrey Stanley, was a registered financial advisor. Jeffrey was a previously registered financial professional and started their career in finance 2003 - 2024. Jeffrey had worked at 6 firms and has passed the Series 63, Series 52TO, SIE, Series 50, Series 57, Series 7, Series 54, Series 24 and Series 53 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeffrey Alan Stanley, Jeffrey Stanley
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
MVP FINANCIAL | SYNAPSE BROKERAGE LLC | MVP GLOBAL TRADING, LLC | MVP FINANCIAL, LLC
Contact Information
Established
Delaware since 01/15/2004Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SYNAPSE FINANCIAL TECHNOLOGIES INC. | EQUITY OWNER | — |
| PAVERMAN, MARK ELLIOT | CCO | 1046105 |
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 50 — Municipal Advisor Representative Qualification Exam
Passed Aug 2017About the Series 50 examSeries 54 — Municipal Advisor Principal Qualification Examination
Passed Apr 2019About the Series 54 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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