Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Eric Stone is a financial professional with over 35 years of experience in the industry. Charles has a strong background in financial planning, portfolio management, and insurance. Charles is currently registered with Cetera Investment Advisers LLC and has been working with them since 2020. Prior to that, Charles worked with SagePoint Financial, Inc. Charles also has experience working with American General Securities Incorporated, The Advisors Group, Inc. and PaineWebber Incorporated. Charles is a Certified Financial Planner and holds the Series 63, Series 65 and Series 7 securities licenses. Charles specializes in working with individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Charles is committed to providing clients with personalized financial advice and guidance.
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.
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
03/21/2024 - Present
Cetera Investment Advisers LLC (PITTSBURGH PA)
PA
10/31/2008 - 12/22/2020
SAGEPOINT FINANCIAL, INC. (PITTSBURGH PA)
PA
06/01/2001 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PITTSBURGH PA)
MD
06/03/1991 - 06/08/2001
THE ADVISORS GROUP, INC. (BETHESDA MD)
NJ
10/23/1985 - 06/07/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 06/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Stone is the right advisor for you? Invested Better is here to help.
