Unclaimed
Stanley Sroufe Barnes is a financial advisor registered with the state of Washington. Stanley is a Chartered Financial Analyst and has been in the industry since 2013. Stanley currently works for Cutler Investment Group in Bellevue, Washington, which offers financial planning, pension consulting, and portfolio management services for individuals, businesses, and investment companies. Previously, Stanley worked at Fisher Investments, Lesa Sroufe & Co, Pacific Portfolio Consulting, LLC, and Cutler Investment Counsel, LLC. Stanley holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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WA
06/20/2023 - Present
Cutler Investment Group (Bellevue WA)
IA
Issued 03/04/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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