Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Charles Stone is an experienced financial professional with over 25 years in the industry. John is a registered representative and investment advisor representative, holding licenses in several states, including Florida, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia. John holds Series 63, 65, 7, 31, and SIE licenses. John is affiliated with Trustmont Advisory Group, Inc. in Greensburg, Pennsylvania and serves as an adjunct professor at Gannon University and SUNY Fredonia, teaching courses in Economics, Finance, and Management. John works with a wide range of clients, including high-net-worth individuals and other investors. John specializes in providing financial planning, pension consulting, 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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
PA
01/06/2015 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
PA
05/31/2011 - 12/31/2014
WADDELL & REED (ERIE PA)
PA
06/11/2008 - 06/08/2011
AXA ADVISORS, LLC (ERIE PA)
PA
11/29/2001 - 06/04/2008
LPL FINANCIAL CORPORATION (ERIE PA)
NY
09/04/1997 - 12/20/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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