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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanford? Claim Your ProfileStanford Kwong-wai Law is a financial advisor registered with Fidelity Personal and Workplace Advisors, providing financial advice and services. Stanford is licensed to provide financial advice in 31 states and has been in the industry since 2002. Stanford is a registered representative with FINRA and holds Series 6, 7, 63 and 66 licenses. He specializes in retirement planning, investment management and financial planning for individuals, families, corporations, and high-net-worth clients.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
02/24/2003 - 07/14/2006
U.S. BANCORP INVESTMENTS, INC. (CUPERTINO CA)
TX
11/20/2002 - 02/21/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
BOTH
Issued 03/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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