Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Jay Steinberg is a financial advisor with Commonwealth Financial Network. Stanley has been in the industry since 1994 and has experience in providing a variety of financial services, including financial planning, investment management, and insurance sales. He is registered to offer investment advice in 24 states and is also a Certified Financial Planner. Stanley is committed to providing his clients with personalized financial guidance to help them 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.
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.
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
09/08/2003 - Present
Commonwealth Financial Network (Needham MA)
DE
03/30/1994 - 09/24/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 01/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stanley Steinberg is the right advisor for you? Invested Better is here to help.
