Mihai StanCRD Number: 6022523
Current Firm: Msi Financial Services, Inc.
Mihai Stan (CRD# 6022523) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Canfield, OH and has 1 year of experience in the finance industry.
Wealthcare Capital Management LLC
Arnett Carbis Toothman Wealth Advisors LLC
Ameriprise Financial Services, Inc.
|Metlife Securities Inc.||Broadview Heights, OH||Jan 2012 - Current||5|
|Monumental Life Insurance||Independence, OH||Jun 2002 - Jan 2012||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2016|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV