Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roland? Claim Your ProfileRoland Stadelmann is an investment advisor representative with Latitude Advisors, LLC, and has over 20 years of experience in the financial services industry. Roland has a strong background in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Prior to joining Latitude Advisors, LLC, Roland worked at GWN Securities Inc. and Medallion Investment Services, Inc. Roland holds the Series 6, 7, 63, 66, and 24 securities licenses. Roland has also been a licensed insurance agent since 1995.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party referral fees
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2
FL
08/20/2014 - Present
Latitude Advisors, LLC (VERO BEACH FL)
SC
01/04/2010 - 12/31/2020
GWN SECURITIES INC. (LANDRUM SC)
SC
03/14/2005 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (LANDRUM SC)
MA
03/17/2004 - 03/29/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
04/11/2001 - 03/22/2004
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NY
01/31/2000 - 02/23/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
04/03/1996 - 04/07/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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