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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley John Lovelace is a registered investment advisor representative with On Investment Management Co. Stanley has been in the financial services industry for over 30 years and holds Series 6, 26, 63, and 65 licenses. Stanley specializes in portfolio management for individuals, financial planning, and selection of other advisors. Stanley has previously worked with CADARET, GRANT & CO., INC., THE O.N. EQUITY SALES COMPANY, PRINCIPAL FINANCIAL GROUP and UNITED SECURITY LIFE.
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.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
IL
04/20/2020 - Present
ON Investment Management Co. (Chicago IL)
NY
02/09/1999 - 10/20/1999
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MA
07/13/1995 - 09/28/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
WI
03/25/1992 - 06/21/1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
03/25/1992 - 06/20/1995
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 03/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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