Unclaimed
Stanley Klimek is a financial advisor with over 40 years of experience in the industry. Stanley is currently registered with LaSalle St. Investment Advisors, LLC and has been in this role since July 2016. Stanley has a wide range of experience in the financial industry, having previously worked at firms such as Capital Securities Investment Corporation and Invest Financial Corporation. Stanley holds a variety of licenses and certifications, including Series 4, 7, 24, 52, 63, 79 and 99. Stanley specializes in working with individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Stanley is committed to providing his clients with personalized financial advice and services.
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.
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.
1
2
IL
07/19/2016 - Present
Lasalle ST. Investment Advisors, LLC (Oak Brook IL)
IL
04/30/1990 - 12/05/2016
CAPITAL SECURITIES INVESTMENT CORPORATION (OAK BROOK IL)
WI
11/29/1983 - 05/23/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
11/22/1982 - 09/30/1983
OLDE & CO., INCORPORATED
NA
01/03/1980 - 11/17/1982
CAPITAL LTD.
NA
11/04/1977 - 12/21/1977
COLIN, HOCHSTIN CO.
NA
07/19/1974 - 01/13/1976
A B D SECURITIES CORPORATION
NA
12/07/1971 - 06/17/1974
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
NA
03/17/1971 - 12/02/1971
THOMAS C. DRISCOLL AND COMPANY
NA
09/18/1969 - 04/13/1971
THE ILLINOIS COMPANY, INC.
BC
Issued 07/25/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/1982
Series 4 - Registered Options Principal Examination
BC
Issued 06/23/1982
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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