Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley August Shurson is a Registered Investment Advisor Representative at Integrated Wealth Concepts LLC. Stanley has been in the industry since 2012 and has experience working with LPL FINANCIAL LLC and WADDELL & REED. Stanley has held licenses for Series 7 and 66 as well as the SIE exam.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
02/02/2023 - Present
Integrated Wealth Concepts LLC (SAN DIEGO CA)
CA
02/07/2022 - 07/11/2023
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
03/26/2018 - 12/31/2021
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
05/24/2012 - 04/03/2018
WADDELL & REED (SAN DIEGO CA)
BOTH
Issued 06/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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