Unclaimed
Brent Walker Stone is a financial advisor with over 20 years of experience in the industry. Brent is currently registered with Edward Jones and Ameriprise Financial Services, LLC. Brent has been a registered representative with Edward Jones since February 2008 and an investment advisor representative with Ameriprise Financial Services, LLC since November 2024. Brent is registered to provide investment advice in 18 states including Tennessee, Texas, Alabama, Arkansas, California, Colorado, Florida, Georgia, Illinois, Kentucky, Mississippi, Oregon, Pennsylvania, South Dakota, Virginia, and Wyoming. Brent has a strong track record of providing investment advice to individuals, families, and businesses. Brent specializes in retirement planning, college savings, and estate planning.
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.
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.
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.
See schedule d - miscellaneous
1
2
TN
08/21/2014 - Present
Edward Jones (BOLIVAR TN)
TN
02/22/2005 - 10/29/2007
SUNTRUST ROBINSON HUMPHREY, INC. (MEMPHIS TN)
TN
06/13/2002 - 02/22/2005
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
BOTH
Issued 02/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2002
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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