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    William Stanik

    LUTCF®


    Check the background of this investment professional on FINRA's BrokerCheck

    About William

    Guiding Philosophy

    My goal is to help my clients build, protect and efficiently distribute wealth. Using a comprehensive process, I analyze the current financial position of my clients and create a financial roadmap to help them identify their goals.   Through financial education, I assist my clients in implementing solutions and strategies so they can feel more confident in facing their financial future. I strive to become a lifetime resource for each and every one of my clients.

    Education           

    University of Baltimore—B.S. in Business Administration

    Broadneck Senior High School Alumnus

     

    Designations & Awards

    Life Underwriter Training Council Fellow®

    Leaders Conference 2015 - present

    Member, Million Dollar Round Table (MDRT), 2016

     

    Areas of Concentration

    Individual Retirement Planning Analysis

    Managed Accounts

    Mutual Funds Asset Allocation Analysis

    Risk Management

    Group and Individual Life Insurance

    Group and Individual Long Term Care Insurance

    Group and Individual Disability Income Insurance

    Estate Conservation Strategies

    Pension Payout Alternatives

    Charitable Giving Strategies

     

    Memberships & Affiliations

    Member of NAIFA – National Association of Insurance Financial Advisors

    Member 0f SAACC – Southern Anne Arundel Chamber of Commerce

     

    Licensing/ States            

    Series 6, Series 63 and Series 65 Securities Licenses

    Life and Health Insurance licensed / Variable Life and Annuity licensed in MD, VA, DC, and MA. Life and Variable Annuity licensed in NC.

     

    Insurance Representative of Mass Mutual. Registered Representative of and offers securities, investment advisory and financial planning services through MSI Financial Services, Inc., a member of the Mass Mutual Financial Group. OSJ 6085 Marshalee Drive, Suite 210, Elkridge MD 21075. 443-492-6600. Mass Mutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives, Springfield, MA 01111-0001. Local sales firms are not subsidiaries of MassMutual or its affiliated companies. L0916478894[exp0917][MA,MD,NC,VA][DC]

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    William Stanik LUTCF® is a registered representative of and offers securities, investment advisory, and financial planning services through MSI Financial Services, Inc., Member SIPC, 6085 Marshalee Drive, Suite 210, Elkridge, MD 21075-6023, Tel: (443) 492-6600

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    District of Columbia, Maryland, Massachusetts, North Carolina, Virginia

    I am licensed to sell Securities Products in the following jurisdictions:
    District of Columbia, Florida, Maryland, Massachusetts, New York, North Carolina, Virginia

    William Stanik LUTCF®, Elkridge, MD

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