Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stansfield? Claim Your ProfileStansfield Fries has been in the financial industry since 1993 and is currently registered as an Investment Adviser Representative (IAR) with Cambridge Investment Research Advisors, Inc.. Stansfield has held licenses with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Stansfield is a partner at North Star Financial Partners, a firm that provides a variety of financial services. Stansfield is also an Independent Insurance Agent for various Independent Insurance Companies. Stansfield has a variety of licenses, including Series 6, 7, 63 and 65. Stansfield also has the Securities Industry Essentials Examination (SIE). Stansfield is registered in 15 states, including Arizona, California, Florida, Hawaii, Idaho, Michigan, Missouri, Nevada, New Mexico, North Carolina, Oregon, Pennsylvania, Utah, and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
09/23/2008 - Present
Cambridge Investment Research Advisors, Inc. (SACRAMENTO CA)
CA
12/03/1993 - 09/24/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (SACRAMENTO CA)
IN
12/03/1993 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 01/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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