Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Wayne Stanfill is an investment advisor representative with Transamerica Financial Advisors, Inc. located in Portland, Oregon. Roy has been in the industry since October 11, 1995. Roy is registered with the state of Oregon. Roy is also registered with FINRA and the state of Washington. Roy has passed the Series 6, Series 63, and Series 65 exams. Roy is associated with Transamerica Financial Advisors, Inc. which has approximately $1 billion to $10 billion in regulatory assets under management.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OR
01/06/2012 - Present
Transamerica Financial Advisors, Inc. (PORTLAND OR)
GA
04/12/2002 - 04/28/2011
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
10/12/1995 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 05/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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