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 an experienced financial professional with over 30 years of experience in the industry. Charles has a strong background in both brokerage and investment advisory services. Charles currently works as a financial advisor with Cetera Investment Advisers LLC. Previously, Charles was with SagePoint Financial, Inc. and American General Securities Incorporated. Charles is registered to offer securities and advisory services in 19 states, including Pennsylvania, Texas, and New York. Charles holds the Series 7, Series 63, and Series 65 licenses. Charles is also a Certified Financial Planner™.
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.
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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 6/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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