Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeroen? Claim Your ProfileJeroen Wesley Stone is a financial advisor registered with Credit Union Investment Services, a firm with a history of providing financial services to individuals and businesses. Jeroen has been working in the financial services industry since 2014, focusing on offering comprehensive financial planning and investment advice. Jeroen holds Series 63, 65, and 6TO licenses, demonstrating his commitment to meeting the diverse financial needs of clients. Jeroen is also a registered representative of SECU Brokerage Services and a licensed agent with SECU Life Insurance Company, further showcasing his expertise in various financial areas. Jeroen's dedication to client satisfaction is evident in his focus on providing individualized financial strategies tailored to individual needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NC
01/21/2022 - Present
Credit Union Investment Services (Fuquay Varina NC)
IA
Issued 01/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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