Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Ueland is an investment advisor representative, licensed in Illinois. Stanley has been in the industry since 2004 and has worked with First Trust Advisors LP since 2005. Stanley has earned the Series 63, Series 65, Series 7 and SIE licenses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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2
IL
03/27/2009 - Present
First Trust Advisors LP (WHEATON IL)
IL
10/11/2004 - 08/04/2005
BONDWAVE LLC (WHEATON IL)
IA
Issued 06/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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