Roy Stachnik (CRD# 1260290) is an Investment Advisor Representative working at Integrated Benefits, Incorporated in Grand Junction, CO and has over 25 years of experience in the finance industry.
CRD# 6316143
Ameriprise Financial Services, LLC
CRD# 6185544
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1580169
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Glenwood Springs, CO | May 1996 - Current | 27 |
| Integrated Benefits, Incorporated | Grand Junction, CO | Jun 1989 - Current | 34 |
| New York Life Insurance Co | Denver, CO | Jun 1983 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
- CO
-
Total Assets Under Management91MILLIONS
-
Total Number of Accounts182ACCOUNTS
-
Average Account Value$498,503
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO, TX
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