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KS

Kevin M. Stanko

THE LEADERS GROUP
Jacksonville, FL 32258
Some features on this profile are disabled
CRD#: 2808909
KS

Professional summary

Kevin Michael Stanko, who also goes by Kevin M Stanko, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Jacksonville, Florida.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 1996. Kevin has worked at 11 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kevin M Stanko

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kevin Michael Stanko's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 6, 2020 - Present

THE LEADERS GROUP, INC.

Office #1: 12724 Gran Bay Pkwy, Lakeside 1, Suite 150, Jacksonville, FL 32258
BD
CRD#: 37157
Jacksonville, FL
Past

August 9, 2018 - February 13, 2019

WILLINGDON WEALTH MANAGEMENT LLC

RIA
CRD#: 129613
San Diego, CA
Past

April 20, 2017 - September 10, 2018

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
BRENTWOOD, TN
Past

March 29, 2017 - September 10, 2018

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
BRENTWOOD, TN
Past

March 20, 2014 - February 9, 2016

FISHER INVESTMENTS

RIA
CRD#: 107342
BRENTWOOD, TN
Past

July 9, 2013 - March 6, 2014

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
NASHVILLE, TN
Past

April 11, 2013 - March 6, 2014

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
NASHVILLE, TN
Past

May 19, 2005 - April 2, 2013

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
MURFREESBORO, TN
Past

April 24, 2003 - February 11, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ORANGE PARK, FL
Past

April 15, 2003 - February 11, 2005

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

November 29, 2001 - April 11, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JACKSONVILLE, FL
Past

November 28, 2001 - April 11, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

January 30, 1998 - September 25, 2001

FEDERATED SECURITIES CORP.

BD
CRD#: 5009
PITTSBURGH, PA
Past

November 20, 1996 - October 21, 1997

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 20, 1996 - October 21, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(5/7/2020)
RR
Florida
(5/7/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 5/5/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/24/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/10/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/18/1996
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TL
THE LEADERS GROUP, INC.
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP

CRD#: 37157 / SEC#: , 8-47639

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901
Phone number
(303) 797-9080
Established
Delaware since 07/14/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.SHAREHOLDER
PETERS, ROBERT WILLIAMFINOP1704577
RILEY, ZORAH JANECHIEF COMPLIANCE OFFICER3015509
WICKERSHAM, SEAN DAVIDPRESIDENT4994630

Disclosures

Regulatory Event4

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THE LEADERS GROUP, INC.

CRD#: 37157Jacksonville, FL 32258

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