Unclaimed
Stanley Eugene Startzell is a financial advisor with over 30 years of experience in the industry. Stanley Eugene Startzell is currently registered with Lincoln Investment and has been with the firm since May 2000. Prior to that, Stanley Eugene Startzell worked at Investor Strategies, Inc., Selective Security Trust Financial Corp., and Financial Consultants, Inc. Stanley Eugene Startzell specializes in offering financial planning, selection of other advisors, and portfolio management services for businesses and individuals. Stanley Eugene Startzell is licensed to provide financial advice in multiple states across the country. Stanley Eugene Startzell is committed to providing personalized financial guidance and 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
05/15/2000 - Present
Lincoln Investment (WALTHAM MA)
MA
08/16/1989 - 05/26/2000
INVESTOR STRATEGIES, INC. (BOSTON MA)
NA
02/28/1985 - 08/05/1989
SELECTIVE SECURITY TRUST FINANCIAL CORP.
NA
06/26/1984 - 03/01/1985
FINANCIAL CONSULTANTS, INC.
BC
Issued 05/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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