Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Stanfel is a financial advisor with over 13 years of experience in the industry. Richard has a Series 7, Series 63, and Series 65 licenses and is also a Certified Financial Planner. Richard currently works at &partners, a firm with over $1 billion in assets under management. Richard has a long history of working in the financial services industry, having previously worked at Wells Fargo Clearing Services, LLC and Melville Island, LLC. Richard has a wide range of experience in providing financial advice to individuals, families, and businesses.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
IL
09/13/2024 - Present
&partners (Lake Forest IL)
IL
01/04/2011 - 02/02/2023
WELLS FARGO CLEARING SERVICES, LLC (LAKE FOREST IL)
IL
08/18/2010 - 01/05/2011
MELVILLE ISLAND, LLC (CHICAGO IL)
IA
Issued 01/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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