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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Walter Stone is a financial advisor with Concourse Financial Group Securities, Inc. John has over 24 years of experience in the financial services industry. John holds FINRA Series 6, 7, 24, 62, and 63 licenses as well as the SIE. John is also a registered investment advisor in 11 states including Alabama, Florida, Idaho, Illinois, Maryland, Montana, New York, South Carolina, Texas, Virginia and West Virginia. John has previously worked for LINCOLN FINANCIAL SECURITIES CORPORATION and H.D. VEST INVESTMENT SECURITIES, INC. John's specializations include retirement planning, college savings, estate planning, insurance, and investments.
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.
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.
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VA
08/29/2017 - Present
Concourse Financial Group Securities, Inc. (FAIRFAX VA)
VA
01/21/2000 - 09/13/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (FAIRFAX VA)
TX
12/14/1998 - 01/26/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 02/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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