Stanley Lozinski Iii, Cfp®, Rf

Stanley Lozinski Iii, Cfp®, Rf Email and Phone Number

Branch Manager @ LPL Financial
Great River, NY, US
Stanley Lozinski Iii, Cfp®, Rf's Location
Great River, New York, United States, United States
Stanley Lozinski Iii, Cfp®, Rf's Contact Details

Stanley Lozinski Iii, Cfp®, Rf work email

Stanley Lozinski Iii, Cfp®, Rf personal email

n/a
About Stanley Lozinski Iii, Cfp®, Rf

Stanley Lozinski Iii, Cfp®, Rf is a Branch Manager at LPL Financial. He possess expertise in team building, fixed annuities, insurance, retirement planning, sales and 20 more skills. Colleagues describe him as "First of all Stan, Thank-you so much for your continued partnership. In business, relationships are paramount. For the past several years that Stan and I have done work together, he has always been an incredibly smart and sophisticated insurance producing professional. To say that Stan acts in the best interest of his clients would be an absolute understatement. His attentiveness to the details ensuring that all aspects of his benefit strategies and solutions come to fruition are like magic - it’s really hard work behind the scenes but he makes it look easy. It can involve frustrating situations while analyzing data points, pricing, coverages etc., even carriers sometimes make mistakes, etc. etc. etc. and you have to be on point to notice those things, ensure accuracy and correctness while making it appear easy and understandable to a client and Stan does that day in, day out and it doesn’t stop there. I’ve worked with Stan on several renewals and he is always ahead of the timing game which ensures that clients don’t have to feel pressure of being rushed to make important decisions that affect the lives of their executives, staff and their respective families. You deserve to be recognized sir!"

Stanley Lozinski Iii, Cfp®, Rf's Current Company Details
LPL Financial

Lpl Financial

View
Branch Manager
Great River, NY, US
Website:
lpl.com
Employees:
14027
Stanley Lozinski Iii, Cfp®, Rf Work Experience Details
  • Lpl Financial
    Branch Manager
    Lpl Financial
    Great River, Ny, Us
  • The Investment Center, Inc.
    Branch Manager
    The Investment Center, Inc. Jan 2006 - Present
    Bedminster, Nj, Us
    Because all our Investment Professionals are independent, not employed by any insurance companies, investment companies, or brokerage firms, clients can rely on their unbiased advice knowing that recommendations are based on their needs, not products or quotas. So whether your needs are personal or business related, let our team of professionals help maximize your benefits and chart your financial future in an informed, well conceived planning process.All Securities are offered through The Investment Center, Inc., Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - A Registered Investment Advisor. Comprehensive Financial is not affiliated with The Investment Center, Inc.The principal office of The Investment Center, Inc. is located at 1420 US Hwy 206 North, Suite 210, Bedminster, NJ 07921. Stanley Lozinski III, CFP, CSA - Investment products and services available only to residents of: New York (NY), New Jersey (NJ), Connecticut (CT), Pennsylvania (PA), Virginia (VA), Maryland (MA), Washington D.C. (DC), North Carolina (NC), Colorado (CO), Arizona (AZ), New Mexico (NM), California (CA) and Oregon (OR).
  • Comprehensive Financial
    President / Owner
    Comprehensive Financial Jan 1995 - Present
    East Islip, New York, Us
    Face the future with confidence...True success is more than the business you've built, more than the sum of your achievements. It's the feeling of confidence that comes when you know that your needs and goals, as well as that of your family and employees, have been addressed and planned for...This is why you need Comprehensive Financial. We help successful people like you create brighter futures for themselves and the people that matter most to them - their families, as well as their employees.With a wide array of Financial Planning, Asset Management, Insurance, Investment, Retirement, Employee Benefit and Human Resource Services, we can help you face the future with confidence.

Stanley Lozinski Iii, Cfp®, Rf Skills

Team Building Fixed Annuities Insurance Retirement Planning Sales Financial Planning Investments Finance Strategic Planning Financial Services Asset Managment Wealth Management Sales Management Life Insurance Finra Strategic Financial Planning Asset Management Financial Analysis Disability Insurance Small Business Health Insurance Retirement Series 7 Employee Benefits Securities

Stanley Lozinski Iii, Cfp®, Rf Education Details

  • College For Financial Planning
    College For Financial Planning
    Financial Planning
  • Baruch College
    Baruch College
    Accounting

Frequently Asked Questions about Stanley Lozinski Iii, Cfp®, Rf

What company does Stanley Lozinski Iii, Cfp®, Rf work for?

Stanley Lozinski Iii, Cfp®, Rf works for Lpl Financial

What is Stanley Lozinski Iii, Cfp®, Rf's role at the current company?

Stanley Lozinski Iii, Cfp®, Rf's current role is Branch Manager.

What is Stanley Lozinski Iii, Cfp®, Rf's email address?

Stanley Lozinski Iii, Cfp®, Rf's email address is st****@****ial.com

What is Stanley Lozinski Iii, Cfp®, Rf's direct phone number?

Stanley Lozinski Iii, Cfp®, Rf's direct phone number is +163137*****

What schools did Stanley Lozinski Iii, Cfp®, Rf attend?

Stanley Lozinski Iii, Cfp®, Rf attended College For Financial Planning, Baruch College.

What are some of Stanley Lozinski Iii, Cfp®, Rf's interests?

Stanley Lozinski Iii, Cfp®, Rf has interest in I'm Happy, Kayaking, Cycling (Road And Mountain), But Not Limited To Swimming, I Could Go On, Hiking, This Would Include, When I'm Outside Doing Something, Climbing, Running (When It Doesn't Hurt Too Much).

What skills is Stanley Lozinski Iii, Cfp®, Rf known for?

Stanley Lozinski Iii, Cfp®, Rf has skills like Team Building, Fixed Annuities, Insurance, Retirement Planning, Sales, Financial Planning, Investments, Finance, Strategic Planning, Financial Services, Asset Managment, Wealth Management.

Who are Stanley Lozinski Iii, Cfp®, Rf's colleagues?

Stanley Lozinski Iii, Cfp®, Rf's colleagues are Jacob Isenberg, Mike Smith, Brian Reaves, David Davis, Michael Baldizzi, Boca Ray, Holland Erwin.

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