Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley John Filimon is a financial professional with over 30 years of experience in the industry. Stanley is currently registered with Osaic Wealth, Inc., a firm that provides a range of financial services, including financial planning, portfolio management, and pension consulting. Before joining Osaic Wealth, Inc. in 2024, Stanley was employed by Woodbury Financial Services, Inc. and Questar Capital Corporation. Stanley holds a Series 6, 7, and 63 license.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
01/19/2024 - Present
Osaic Wealth, Inc. (Cherry Hill NJ)
NJ
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CHERRY HILL NJ)
NJ
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (MOORESTOWN NJ)
NJ
02/25/2004 - 12/01/2006
USALLIANZ SECURITIES, INC. (MOORESTOWN NJ)
NY
05/03/1999 - 03/09/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
07/19/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CT
03/15/1993 - 08/04/1995
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
02/06/1991 - 03/15/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 02/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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