Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bohdan? Claim Your ProfileBohdan William Stone is a financial advisor with over 30 years of experience in the industry. Bohdan has a strong background in investment management and financial planning. He has held positions with several prominent firms, including Morgan Stanley and Citigroup Global Markets Inc. Currently, Bohdan works with two firms, MFA Wealth Advisors, LLC and Moralis Technologies, LLC. Bohdan holds Series 1, 5, 63, and 65 licenses and the SIE exam. Bohdan is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
03/15/2024 - Present
MFA Wealth Advisors, LLC (PITTSBURGH PA)
PA
06/01/2009 - 02/06/2019
MORGAN STANLEY (PITTSBURGH PA)
PA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)
NY
06/25/1979 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/21/1978 - 06/25/1979
LOEB PARTNERS
NA
01/11/1972 - 09/06/1978
MOORE, LEONARD & LYNCH, INCORPORATED
NA
08/24/1971 - 01/08/1972
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 01/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/01/1977
PC - AMEX Put and Call Exam
BC
Issued 08/19/1971
Series 1 - Registered Representative Examination
Active
Inactive
Not sure Bohdan Stone is the right advisor for you? Invested Better is here to help.
