Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanford? Claim Your ProfileStanford Firestone is a registered investment advisor with over 50 years of experience in the industry. Stanford is currently a registered representative with Wealthpenn.comllc, which manages over $1 trillion in assets for a variety of clients, including individuals, corporations, and institutions. Prior to joining Wealthpenn.comllc, Stanford worked at Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc., where they gained extensive experience in the financial services industry. Stanford is licensed to offer financial advice in multiple states across the United States and holds several industry certifications, including Series 7, Series 63, Series 40, PC, and SIE. Stanford offers a variety of services to clients, including financial planning, investment management, and asset allocation advice.
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
GA
03/04/2020 - Present
Wealthpenn.comllc (Atlanta GA)
GA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/07/1969 - 02/15/1988
E. F. HUTTON & COMPANY INC
BC
Issued 7/3/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/26/1969
Series 40 - Registered Principal Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/31/1977
PC - AMEX Put and Call Exam
BC
Issued 1/11/1957
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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