Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stan? Claim Your ProfileStan Gene Wagner is a financial professional with over 20 years of experience in the financial services industry. Stan has a wide range of experience, having worked with various firms including ProEquities, Inc., UVEST Financial Services Group, Inc., and H&R Block Financial Advisors, Inc. Stan is currently registered with Cambridge Investment Research Advisors, Inc. and provides financial services to a variety of clients including individuals, families, small businesses, and retirement plans. Stan is committed to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KY
01/04/2016 - Present
Cambridge Investment Research Advisors, Inc. (Pewee Valley KY)
KY
05/21/2010 - 12/31/2015
PROEQUITIES, INC. (LOUISVILLE KY)
KY
10/25/2006 - 05/14/2010
UVEST FINANCIAL SERVICES GROUP, INC. (LOUISVILLE KY)
KY
02/21/2000 - 10/18/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (LOUISVILLE KY)
IA
Issued 04/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/18/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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