Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Bernard Starr is an Investment Advisor Representative with Trust Advisory Group Ltd., a firm that has been providing financial advice for over 25 years. Stanley has been active in the financial industry since 1985 and has been registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative since 1996. Stanley has a long and successful track record of helping clients achieve their financial goals, specializing in financial planning, pension consulting and portfolio management. In addition to working with Trust Advisory Group Ltd. Stanley has also worked with other firms such as LINSCO/PRIVATE LEDGER CORP. and LINSCO FINANCIAL GROUP, INC.
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.
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.
1
2
MA
01/01/1996 - Present
Trust Advisory Group Ltd. (LANCASTER MA)
SC
12/16/1989 - 04/03/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
07/24/1985 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
IA
Issued 11/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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