Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Polly? Claim Your ProfilePolly Marie Stoecklein is a financial advisor with Consolidated Portfolio Review Corp., with over 40 years of experience in the financial services industry. Polly Marie Stoecklein holds both Series 6 and Series 7 licenses, as well as the Series 63 and SIE exams. Polly Marie Stoecklein is a Certified Financial Planner™ professional. Polly Marie Stoecklein has held previous positions with LPL Financial LLC, New England Securities, Lincoln Financial Advisors Corporation and Unum Sales Corporation. Polly Marie Stoecklein is registered as a broker-dealer and investment advisor representative in several states including Kansas, Texas, California, Colorado, Florida, Georgia, Illinois, Minnesota, Missouri, Nebraska, Nevada, New Jersey, North Carolina, South Carolina, Washington and Wisconsin.
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.
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2
NY
08/15/2022 - Present
Consolidated Portfolio Review Corp. (WOODBURY NY)
KS
11/16/2012 - 08/22/2022
LPL FINANCIAL LLC (MANHATTAN KS)
TX
08/09/1982 - 11/26/2012
NEW ENGLAND SECURITIES (DALLAS TX)
IN
10/01/1996 - 08/18/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
ME
10/28/1992 - 10/01/1996
UNUM SALES CORPORATION (PORTLAND ME)
BC
Issued 05/15/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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