Unclaimed
Stanley Leonard Zurawski is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Stanley has been working in the financial services industry since 1993 and has experience with insurance, tax return services, and advisory representation. Stanley is registered in 17 states and has a variety of specializations including individual, business, and retirement planning, portfolio management, and investment company products.
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.
Solicitation fees from 3rd party money managers
1
2
WI
09/29/2017 - Present
Cambridge Investment Research Advisors, Inc. (Brookfield WI)
WI
01/05/2005 - 09/28/2017
SII INVESTMENTS, INC. (BROOKFIELD WI)
WI
11/11/1997 - 01/27/2005
HARBOUR INVESTMENTS, INC. (MADISON WI)
WI
06/17/1996 - 10/31/1997
SII INVESTMENTS, INC. (APPLETON WI)
IN
07/21/1995 - 06/19/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/21/1995 - 06/19/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
07/20/1993 - 08/03/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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