Unclaimed
Jonathan Stone is a financial advisor with Morgan Stanley & Co. LLC. Jonathan has been in the industry since May 18, 2022. Jonathan is registered to conduct business in Maryland. Jonathan has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO). Jonathan's office is located in Baltimore, MD.
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.
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.
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MD
05/19/2022 - Present
Morgan Stanley & Co. LLC (Baltimore MD)
BC
Issued 05/19/2022
Series 99TO - Operations Professional Examination
BC
Issued 05/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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FINRA
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