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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen Stoner is a financial advisor with Morgan Stanley, currently licensed in Florida, North Carolina and Texas. Eileen has over 25 years of experience in the financial services industry, specializing in financial planning and investment management for individuals, businesses, investment companies, and charitable organizations. Eileen also has a deep understanding of futures managed funds, holding the Series 31 exam. Eileen is dedicated to providing personalized financial advice and services to help clients reach their financial goals. Previously Eileen was with UBS Financial Services Inc. and Morgan Stanley Smith Barney.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NC
01/13/2021 - Present
Morgan Stanley (Cornelius NC)
NC
06/16/2011 - 01/20/2021
UBS FINANCIAL SERVICES INC. (HUNTERSVILLE NC)
NC
06/01/2009 - 06/30/2011
MORGAN STANLEY SMITH BARNEY (HUNTERSVILLE NC)
NC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HUNTERSVILLE NC)
NC
11/21/1996 - 04/02/2007
MORGAN STANLEY DW INC. (HUNTERSVILLE NC)
IA
Issued 01/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/20/1996
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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