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William Stanik, RICP®, CRPC®, LUTCF®

William Stanik, RICP®, CRPC®, LUTCF®

Crew leader/Driver

Followers of William Stanik, RICP®, CRPC®, LUTCF®938 followers
location of William Stanik, RICP®, CRPC®, LUTCF®Baltimore City County, Maryland, United States

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  • Timeline

  • About me

    Financial Planner - Investment Advisor Representative at Metropolitan Wealth Advisors

  • Education

    • The American College of Financial Services

      -
      RICP® Retirement Income Planning

    • The American College of Financial Services

      -
      RICP® Retirment Income Planning

    • The American College of Financial Services

      2012 - 2018
      Financial Planning

    • University of Baltimore

      2007 - 2010
      BS Business Administration Finance

      Activities and Societies: UB Finance Society

    • Broadneck High School

      1999 - 2003

    • College for Financial Planning

      2018 - 2019
      Financial Planning

    • Anne Arundel Community College

      2004 - 2007
      Associate of Science Business Administration

      Activities and Societies: Phi Theta Kappa Honor Society, Graduated Cum Laude

  • Experience

    • A-One Moving and Storage

      Jun 2001 - Nov 2010
      Crew leader/Driver

      Have advanced to highest position possible in the company.Lead with highest level of customer satisfaction on jobs I managed.

    • Monumental Life Insurance

      Jan 2010 - Nov 2010
      Intern/ Independent sales Agent

      Assisted in financial advising and prospecting.- Sold life insurance policies.

    • MetLife

      Oct 2010 - Jul 2016
      Financial Services Representative/ Registered Representative

    • MassMutual

      Jul 2016 - now
      Investment Advisor Representative/Financial Planner

  • Licenses & Certifications

    • CRPC®- Chartered Retirement Planning CounselorSM

      College for Financial Planning
      View certificate certificate

    • RICP®- Retirement Income Certified Professional®

      The American College of Financial Services
      View certificate certificate

    • LUTCF®- Life Underwriter Training Council Fellow

      NAIFA
      View certificate certificate

  • Honors & Awards

    • Awarded to William Stanik, RICP®, CRPC®, LUTCF®
      CRPC® - Dec 2018
    • Awarded to William Stanik, RICP®, CRPC®, LUTCF®
      RICP® - Nov 2018
    • Awarded to William Stanik, RICP®, CRPC®, LUTCF®
      MDRT Millian Dollar Round Table 2016
    • Awarded to William Stanik, RICP®, CRPC®, LUTCF®
      LUTCF® NAIFA Nov 2012