John StanekCRD Number: 1287025
Current Firm: Next Financial Group, Inc.
John Stanek (CRD# 1287025) is an Investment Advisor Representative working at Next Financial Group, Inc. in Patton, PA and has over 32 years of experience in the finance industry. John Stanek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cadaret Grant & Co Inc.
Principal Securities, Inc.
|Next Financial Group, Inc.||Hampton, VA||Aug 1999 - Current||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
|S63||Uniform Securities State Law Examination||Aug 1984|
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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