Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Alan Stanziola has been a financial advisor since 1991 and is currently registered with Commonwealth Financial Network. James has worked with several firms in the past, including Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, CIGNA Financial Advisors, Inc., and B.C. Christopher Securities Co. He has a diverse background, having held positions in Overland Park, Kansas City, and Radnor. James holds several licenses and designations, including a Series 7, 6, 63, and 24. James is committed to providing personalized financial advice and has a specialization in retirement planning, estate planning, and insurance.
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.
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.
1
2
KS
05/11/2012 - Present
Commonwealth Financial Network (OVERLAND PARK KS)
KS
06/01/1998 - 05/16/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (OVERLAND PARK KS)
KS
09/29/2000 - 06/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (OVERLAND PARK KS)
PA
10/22/1992 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
MO
05/25/1988 - 06/26/1989
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
BC
Issued 10/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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