Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Stewart is a financial advisor at Virtus Financial Partners. Stanley has been in the industry since 2009. Stanley is licensed to offer financial services in Florida and Texas. Stanley has passed the Series 6, 63, and 65 exams. Stanley is also a licensed insurance agent offering various types of insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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FL
12/05/2022 - Present
Virtus Financial Partners (Winter Park FL)
FL
03/25/2009 - 12/08/2022
PRINCIPAL SECURITIES, INC. (MAITLAND FL)
BC
Issued 09/08/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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