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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Stephen Stanek is a financial advisor at Next Financial Group, Inc. John is a Certified Financial Planner and has over 38 years of experience in the industry. He is registered in 20 states and has a wide range of experience in investment and financial planning. John is committed to providing his clients with the highest level of service and expertise. He is passionate about helping clients reach their financial goals and believes in providing personalized service to each client.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
PA
12/21/2023 - Present
Next Financial Group, Inc. (ALTOONA PA)
GA
08/08/1984 - 08/20/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 04/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1993
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/20/1990
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/06/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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