Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Lozinski is a financial advisor with over 34 years of experience. Stanley is currently registered with IC Advisory Services, Inc. and has been with the firm since June 2006. Stanley has a strong track record of success in the financial services industry and is committed to providing his clients with personalized financial advice and investment 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.
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
NY
12/11/2024 - Present
IC Advisory Services, Inc. (EAST ISLIP NY)
NY
08/22/2003 - 12/31/2005
PGP FINANCIAL, INC. (GREAT RIVER NY)
SC
08/10/1998 - 09/04/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
03/09/1995 - 08/25/1998
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
CT
06/07/1993 - 03/13/1995
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
11/28/1989 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 12/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/11/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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