Unclaimed
Brian Stone is a financial advisor with Nationwide Investment Services Corp. Brian has been in the financial services industry since 1999. Brian has a strong background in investments and has held a variety of roles at different financial institutions. Brian is committed to providing his clients with personalized financial advice and helping them 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.
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
OH
02/17/2023 - Present
Nationwide Investment Services Corp. (COLUMBUS OH)
NJ
01/10/2022 - 02/15/2023
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MN
12/01/2020 - 01/11/2022
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
CA
12/13/2018 - 01/18/2019
EQIS SECURITIES, LLC (SAN RAFAEL CA)
CA
04/08/2003 - 04/04/2017
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
CO
05/16/2002 - 03/27/2003
TRANSAMERICA CAPITAL, INC. (DENVER CO)
PA
03/30/2000 - 05/13/2002
DIRECTED SERVICES, INC. (WEST CHESTER PA)
DE
07/14/2000 - 09/05/2000
ING FUNDS DISTRIBUTOR, INC. (WILMINGTON DE)
IL
12/22/1998 - 02/10/2000
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
MI
02/02/1996 - 10/28/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 02/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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