Unclaimed
Logan Russell Stone is a financial advisor with Raymond James Financial Services Advisors, Inc. Logan has 12 years of experience in the financial industry. Logan is registered in 38 states and 2 jurisdictions for both broker-dealer and investment advisor activities. Logan holds Series 7, 9, 10, 66, and SIE licenses. Logan holds a Certified Financial Planner designation. Logan previously worked at WELLS FARGO CLEARING SERVICES, LLC in Mountain Home, Arkansas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AR
10/01/2018 - Present
Raymond James Financial Services Advisors, Inc. (MOUNTAIN HOME AR)
AR
02/08/2011 - 10/05/2018
WELLS FARGO CLEARING SERVICES, LLC (MOUNTAIN HOME AR)
BOTH
Issued 02/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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