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Stanley Dyl is a financial advisor in Charlotte, NC with over 27 years of experience in the industry. Stanley currently works for Prime Capital Financial and holds the Series 65 license. Stanley has a strong background in investment management, financial planning, and retirement planning. Stanley's commitment to providing excellent client service and personalized financial advice has earned him a reputation as a trusted advisor.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
KS
09/28/2023 - Present
Prime Capital Financial (OVERLAND PARK KS)
IA
Issued 02/19/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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