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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Stone is a financial advisor with over 9 years of experience in the industry. George Stone is currently registered as a Registered Representative with Morgan Stanley, a firm with approximately $10 billion - $50 billion in assets under management. Prior to joining Morgan Stanley, George Stone was with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. George Stone is licensed to conduct business in 54 states and territories, and has passed the following exams: Series 3, Series 7, Series 9, Series 10, Series 66, and SIE. George Stone specializes in providing investment advice to high-net-worth individuals, corporations, investment companies, charitable organizations, insurance companies, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities. George Stone also provides asset allocation advice, financial planning, and portfolio management services.
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
VA
07/01/2022 - Present
Morgan Stanley (Mclean VA)
VA
02/04/2013 - 07/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALEXANDRIA VA)
BOTH
Issued 03/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/25/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2013
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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