Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stan? Claim Your ProfileStan Sklenar is an investment advisor representative with Wealthpenn.comllc, a firm that manages assets of over $10 billion. Stan has been in the industry since 1984 and is registered in several states, including California, Texas, and New York. Stan's experience includes working with various clients such as high-net-worth individuals, charitable organizations, insurance companies, and pension and profit-sharing plans. He offers financial planning, asset allocation advice, and portfolio management services. Stan has a strong understanding of the investment industry and can provide clients with personalized advice and guidance to help them reach 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CA
07/29/2010 - Present
Wealthpenn.comllc (Menlo Park CA)
CA
08/12/2006 - 06/03/2010
UBS FINANCIAL SERVICES INC. (MENLO PARK CA)
CA
10/21/2005 - 08/12/2006
PIPER JAFFRAY & CO. (EAST PALO ALTO CA)
MO
07/01/2003 - 10/21/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/05/1990 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/25/1984 - 10/23/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 6/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/7/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/8/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/8/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 4/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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