Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trudy? Claim Your ProfileTrudy Ann Stanley is a financial advisor with Kestra Advisory Services, LLC. She is registered with the state of Vermont and has been working in the industry since 2006. Trudy has worked with clients on a variety of financial needs, including retirement planning, investment management, and insurance. She has experience working with individuals, families, businesses, and retirement plans.
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.
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.
A percentage of the total value of assets under management is charged.
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VT
04/21/2016 - Present
Kestra Advisory Services, LLC (SOUTH BURLINGTON VT)
VT
10/31/2006 - 04/01/2010
NFP SECURITIES, INC. (SOUTH BURLINGTON VT)
BOTH
Issued 08/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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