Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Terrell Funches is a financial advisor with over 20 years of experience in the financial services industry. Stanley is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. Stanley currently works at Intelus Advisory Group, LLC. Intelus Advisory Group, LLC is an independent investment advisor firm that provides financial planning, portfolio management, and other advisory services to individuals and families. Stanley has a strong track record of helping clients achieve their financial goals. He is committed to providing his clients with personalized, comprehensive financial advice.
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.
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
AL
10/20/2020 - Present
Intelus Advisory Group, LLC (BIRMINGHAM AL)
AL
07/09/2003 - 08/15/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (BIRMINGHAM AL)
IN
07/09/2003 - 06/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
08/27/2001 - 06/11/2003
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
MN
05/27/1998 - 08/08/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/27/1998 - 08/08/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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