Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Lawrence Altmark is a Certified Financial Planner with over 12 years of experience in the financial services industry. Stanley is a Registered Representative and Investment Advisor Representative associated with Joel Isaacson & Co., LLC. Stanley has passed the Series 6 examination and is registered with the states of New York and Texas. The firm primarily provides financial planning, portfolio management for individuals, and tax planning and compliance consulting services to individuals, high-net-worth individuals, and charitable organizations.
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.
Tax planning and compliance consulting services
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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NY
12/19/2012 - Present
Joel Isaacson & CO., LLC (NEW YORK NY)
BC
Issued 09/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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