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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Cleverley Stone is a financial advisor with Morgan Stanley. Anthony has been in the financial services industry for over 18 years. Anthony holds a Series 7, Series 3, Series 63, Series 55, Series 7TO and Series 66 licenses. Anthony also has experience as a Board Member for the Cleverley Stone Foundation. Anthony provides asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals, businesses, and investment companies. Anthony's experience and expertise make him well-qualified to help clients with their financial needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/15/2020 - Present
Morgan Stanley (New York NY)
NY
09/22/2008 - 12/02/2008
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
03/08/1994 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 01/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/27/1997
Series 3 - National Commodity Futures Examination
BC
Issued 03/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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