Unclaimed
Stanley Daniel Stanek is an investment advisor representative with Brookstone Wealth Advisors, LLC. Stanley has been in the industry since 2013 and has experience in a variety of financial services roles. Stanley is a Series 6 and Series 63 registered representative. He is also registered as an Investment Advisor Representative in Pennsylvania. Stanley is committed to providing clients with personalized financial advice and guidance. He is dedicated to helping clients achieve their financial goals.
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
IL
09/26/2023 - Present
Brookstone Wealth Advisors, LLC (WHEATON IL)
TN
09/04/2020 - 02/28/2022
CENTER STREET SECURITIES, INC. (NASHVILLE TN)
PA
02/01/2019 - 09/04/2020
LINCOLN FINANCIAL ADVISORS CORPORATION (BRENIGSVILLE PA)
GA
12/08/2017 - 02/19/2019
MERCAP SECURITIES, LLC (ATLANTA GA)
PA
03/25/2017 - 12/08/2017
MML INVESTORS SERVICES, LLC (ALLENTOWN PA)
PA
12/09/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ALLENTOWN PA)
PA
04/06/2015 - 11/29/2016
PRUCO SECURITIES, LLC. (SCRANTON PA)
PA
12/10/2013 - 04/02/2015
LINCOLN INVESTMENT (BETHLEHEM PA)
IA
Issued 10/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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