Unclaimed
Stanley Lewandoski is a financial advisor registered with the state of Florida. Stanley Lewandoski works for Arkadios Wealth Advisors. Stanley has been in the industry since 2002 and has held licenses through multiple firms, including Triad Advisors LLC, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Stanley holds the Series 7, Series 24, and Series 63 securities licenses. Stanley is also a registered investment advisor in Florida. Stanley Lewandoski offers financial planning, pension consulting, and portfolio management services.
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.
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
FL
04/04/2018 - Present
Arkadios Wealth Advisors (Jacksonville FL)
FL
01/14/2013 - 03/08/2018
TRIAD ADVISORS LLC (JACKSONVILLE FL)
FL
04/16/2004 - 01/16/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (JACKSONVILLE FL)
IN
04/16/2004 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
12/11/2002 - 04/19/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/11/2002 - 04/19/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IN
12/13/2001 - 11/01/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/13/2001 - 11/01/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 12/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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