Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Milovancev is a registered investment advisor representative with Cbiz Investment Advisory Services, LLC. Stanley has been in the industry since 1998. Stanley is registered with the state of Ohio and has a Series 63, Series 66, Series 7 and Series 24 license. Stanley has previous experience with Valmark Securities, Inc. and Charles Schwab & Co., Inc.. Cbiz Investment Advisory Services, LLC is a firm that provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutional 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.
Guidance on pension options to ensure a secure financial future.
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.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
OH
12/19/2018 - Present
Cbiz Investment Advisory Services, LLC (CLEVELAND OH)
OH
05/26/2006 - 12/17/2015
VALMARK SECURITIES, INC. (AKRON OH)
TX
09/28/1998 - 02/13/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 12/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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