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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Stanton Stone is a financial advisor with over 16 years of experience in the financial services industry. Jeffrey is registered with LPL Financial LLC in both South Carolina and Texas. Jeffrey has held previous positions with WELLS FARGO ADVISORS, FIRST CITIZENS SECURITIES CORPORATION, and WADDELL & REED, INC. Jeffrey is a Certified Financial Planner and holds the Series 7 and Series 66 securities licenses. Jeffrey offers financial planning, portfolio management, pension consulting, and other advisory services. Jeffrey has a special interest in working with high-net-worth individuals and families.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
12/07/2016 - Present
LPL Financial LLC (TAYLORS SC)
SC
09/12/2014 - 12/09/2016
WELLS FARGO ADVISORS (GREENVILLE SC)
SC
02/17/2009 - 09/29/2014
FIRST CITIZENS SECURITIES CORPORATION (EASLEY SC)
SC
05/22/2007 - 02/24/2009
WADDELL & REED, INC. (COLUMBIA SC)
BOTH
Issued 06/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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