We welcome the challenges, believing they bring out the best in us—our sharpest thinking, most creative problem-solving, and strongest teamwork. Instead of being intimidated by obstacles, we’re motivated by them. 💪 https://lnkd.in/exdZPFb3
STRATOS
Financial Services
Beachwood, OH 4,438 followers
Partnering with Financial Advisors to Unleash Their Entrepreneurial Spirit
About us
Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 75 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience. For a list of states in which we are registered to do business, please visit www.stratoswealth.com
- Website
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http://www.stratoswealth.com/
External link for STRATOS
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Beachwood, OH
- Type
- Partnership
- Founded
- 2008
- Specialties
- Financial Planning, Retirement Planning, and Wealth Management
Locations
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Primary
Beachwood, OH 44122, US
Employees at STRATOS
Updates
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Join Jeff as he sits down with Scott DiGiammarino and Ted Jenkin, the founders of JPTD Partners, to discuss the latest trends and strategies in financial advisory transactions. With decades of combined experience, Scott and Ted offer invaluable advice for advisors looking to understand the evolving landscape of private equity, valuations, and strategic transactions. Click here to listen to the full episode: https://heyor.ca/oHnLCH
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We would like to welcome Webster F. Nicholson, Jr., Ed.D. to the Stratos family! He will be a Wealth Consultant/Financial Planner for First Genesis of Virginia.
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A wonderful testimonial from the President and CEO of Pistone Wealth Advisors! This is why we do what we do! ⭐️ ⭐️ ⭐️ ⭐️ ⭐️ https://lnkd.in/eKmgTMje
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STRATOS reposted this
On the road this September 05, 2024, at 1:30 PM. Come out to The Twisted Fork, 1191 Steamboat Pkwy, Reno, NV 89521, USA to see Jeff Concepcion. To register for this event: https://lnkd.in/ewVhQGNg STRATOS
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We’re thrilled to be named a Top Workplace for 2024! This honor means so much because it’s based entirely on our team’s feedback, reflecting the strong culture we’ve built together. A big thank you to the Plain Dealer for this recognition! https://heyor.ca/TjaeQv disclosure: The annual Top Workplaces awards, produced by research and consulting firm Energage, are determined by feedback captured by an employee engagement survey. Participating organizations must achieve a 35% response rate to be considered for the ranking. Top Workplaces are based solely on quantitative employee feedback results, and demographic information collected, captured by the Energage Workplace Survey. The research-backed engagement survey is driven by the industry’s benchmarks built on data from employees at thousands of organizations over the past 18 years. Stratos Wealth Partners, Ltd did not pay any compensation to be considered for the award.
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A wave of Americans is reaching retirement age, with an estimated 11,000 turning 65 every day this year. That can present challenges for #financialadvisors in juggling meetings and investment adjustments. Technology can help create back-office efficiency and help with portfolio management. Jeff Brown, President of #StratosPrivateWealth, weighs in on why adopting technology is essential to servicing clients nearing or in retirement. "Advisors should really get to know these technologies inside out to make the most of them, tailoring #retirement plans that adapt as clients' needs and markets change," Jeff told Digital Wealth News. Check out his insights at: https://lnkd.in/giujdVZf #StratosWealthPartners #FinancialServices #WealthManagement #Technology
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The ability to build your brand is a compelling reason for many #financialadvisors to strike out on their own. It was a large part of why Jeff Brown left a wirehouse to create his own RIA. "We wanted to be able to have more control over our branding, messaging, online marketing, and investment solutions," he told Gregg Greenberg at InvestmentNews. Brown, now President of #StratosPrivateWealth, shared the final straw that cemented his decision to go independent and the challenges he overcame in the process. Read about his journey at https://lnkd.in/exE9xDDA. #FinancialServices #StratosWealth #WealthManagement
Are you destined to go solo?
https://www.investmentnews.com
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Let’s explore how Stratos can be the game-changer both you and your clients have been looking for. https://lnkd.in/eMXXJ9uf
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On the road this September 05, 2024, at 1:30 PM. Come out to The Twisted Fork, 1191 Steamboat Pkwy, Reno, NV 89521, USA to see Jeff Concepcion. To register for this event: https://lnkd.in/ewVhQGNg STRATOS