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Stephen J Lanczycki

Value Financial Partners LLC

Dover, MA

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Current Employers
Value Financial Partners Llc

Dover, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-29
  • MA RA
    APPROVED
    Since 2025-10-29

Branch Locations

Dover, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Value Financial Partners Llc Dover MA 08/2025 Present
Sun Life Financial Wellesley Hills MA 12/2023 Present
Aaa Life Insurance Company Livonia MI 10/2021 08/2023
John Hancock Boston MA 11/2011 04/2018
Unemployed Dover MA 09/2023 11/2023
Unemployed Dover MA 01/2021 09/2021
Sun Life Financial Wellesley Hills MA 04/2018 12/2020
  • 08/2025 → Present
    Value Financial Partners Llc
    Dover, MA
  • 12/2023 → Present
    Sun Life Financial
    Wellesley Hills, MA
  • 10/2021 → 08/2023
    Aaa Life Insurance Company
    Livonia, MI
  • 11/2011 → 04/2018
    John Hancock
    Boston, MA
  • 09/2023 → 11/2023
    Unemployed
    Dover, MA
  • 01/2021 → 09/2021
    Unemployed
    Dover, MA
  • 04/2018 → 12/2020
    Sun Life Financial
    Wellesley Hills, MA
Other Businesses

Sun Life Financial; Wellesley Hills, MA; not investment related; Director of Actuarial and Finance Governance since 12/2023; 160 hrs/mo

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-20
  • S65 Uniform Investment Adviser Law Examination
    2025-06-20

View on SEC IAPD

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