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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darrell? Claim Your ProfileDarrell Stoner is a financial advisor with Geneos Wealth Management, Inc. He has been in the financial services industry since 1982. His areas of expertise include financial planning, portfolio management, and pension consulting. Darrell is also a Chartered Financial Consultant. Geneos Wealth Management is a registered investment advisor that provides financial planning and investment management services to individuals, families, and businesses.
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
02/29/2024 - Present
Geneos Wealth Management, Inc. (Erie PA)
PA
07/03/2002 - 09/28/2023
CROWN CAPITAL SECURITIES, L.P. (ERIE PA)
OH
05/07/2001 - 07/15/2002
VESTAX SECURITIES CORPORATION (HUDSON OH)
IA
09/12/1994 - 07/15/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CA
03/03/1992 - 09/09/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
03/19/1991 - 03/07/1992
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
12/01/1986 - 04/03/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/22/1982 - 04/03/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 02/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/17/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2009
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/30/2004
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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