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Paladin Registry Awards Five Star Ratings to Steven Stanganelli, Jeremy Kisner, & Lynn Shephard

PaladinRegistry.com is a full service Registry of leading financial professionals in the country. We rate and review the quality, competence and ethics of financial advisors and planners for investors. Investors should always know who they hire!

 
PRLog - Oct. 19, 2010 - Sacramento, CA, October 19, 2010. Financial planners and financial advisors do not have audited track records or mandatory disclosure requirements so it is very difficult for investors to determine their quality before they turn over their assets. In addition, most advisor information is communicated in sales pitches so investors have no documentation for what they were told.    

Beginning in 2000, Paladin Registry developed a proprietary methodology for rating the quality of financial professionals’ credentials, ethics, business practices, and services. The review process produced quality ratings of one to five stars. Over the years, thousands of investors have used Paladin ratings to help them select higher quality financial professionals.

Jack Waymire, Paladin’s president, recently announced Steven Stanganelli, Jeremy Kisner, and Lynn Shepherd have been awarded the Registry’s highest quality rating (five stars). He said, “Only a small percentage of advisors achieve this rating.” Waymire added, “We also provide Registry documentation for the information we used to produce the ratings so investors have the information they need to select advisors with the best qualifications.”  

Steven Stanganelli (Amesbury, MA) has worked in the financial services industry for 23 years. He received a BA degree from the University of Massachusetts, and a MS degree from Bentley College. He is a Certified Financial Planner™, a Chartered Retirement Planning CounselorSM, and a member of the Financial Planning Association. Stanganelli provides fee-only planning and investment services to businesses, individuals, and families. See Stanganelli’s online profile at http://www.paladinregistry.com/advisor/Steven.Stanganelli

Jeremy Kisner (Las Vegas, NV) has worked in the financial services industry for 10 years. He received a BA degree from University of California, Santa Barbara, and he holds CEP, CFP®, and CRPS® designations. Kisner provides fee-only planning and investment services to businesses, individuals, and families. Learn more about Kisner at http://www.paladinregistry.com/advisor/Jeremy.Kisner  

Lynn Shepherd (Canton, OH) has worked in the financial services industry for 18 years. She is a Certified Financial Planner™ and a member of the Financial Planning Association. She provides fee-only planning and investment services to businesses, retirees, individuals and families. See Shepherd’s online profile at http://www.paladinregistry.com/advisor/Lynn.Shepherd

ABOUT PALADIN REGISTRY
In 2003, Paladin began providing information services to investors who use the services of financial planners and advisors. Paladin services include advisor background checks, advisor quality ratings, online documentation, and a service that matches investors to local professionals who achieve five star quality ratings. Visit www.PaladinRegistry.com for additional information.

KEY CONTACT
Jack Waymire
Jack@PaladinRegistry.com
(916) 253-3334 (CA)

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Paladin provides information about financial planners and financial advisors to investors who rely on professionals to help them achieve their financial goals. Since 2003, our only business has been rating, documenting, and certifying financial advisors.

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Contact Email:
***@paladinregistry.com Email Verified
Source:Jack Waymire
Phone:916.253.3334
Zip:95648
City/Town:Lincoln - California - United States
Industry:Financial advisors, Financial planners, Investing
Tags:financial advisors, financial planners, investing, background checks, investments, finra, investment scams
Shortcut:prlog.org/11008402
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