Unclaimed
Brenda Stone is a financial professional with over 25 years of experience in the financial services industry. Brenda holds the Series 6, Series 7, and Series 63 licenses. Brenda is currently registered with Allstate Financial Services, LLC. Brenda has held previous registrations with several firms including UVEST Financial Services Group, Inc., MML Investors Services, Inc., SAL Financial Services, Inc., and Ibaa Financial Services Corporation. Brenda is currently licensed in Alabama, Florida, and Georgia.
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.
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.
1
2
AL
02/26/2007 - Present
Allstate Financial Services, LLC (Huntsville AL)
NC
10/01/2004 - 05/16/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MA
10/13/2003 - 08/11/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NC
06/28/2001 - 09/17/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
AL
05/04/2000 - 07/05/2001
SAL FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
TN
07/14/1995 - 11/30/1998
IBAA FINANCIAL SERVICES CORPORATION (MEMPHIS TN)
BC
Issued 07/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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