Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Donna Stone is a financial advisor with B. Riley Wealth Advisors, Inc. with over 30 years of experience in the financial services industry. Mary has experience with a wide range of clients including high-net-worth individuals, corporations, and charitable organizations. Mary is registered with the Securities and Exchange Commission as an investment advisor representative and holds a Series 7, Series 3, Series 15, Series 63, and Series 65 licenses. Mary has previously worked with firms such as Merrill Lynch, Wachovia Securities, and Prudential Securities.
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.
A percentage of the total value of assets under management is charged.
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TX
09/14/2020 - Present
B. Riley Wealth Advisors, Inc. (Houston TX)
NJ
06/18/2004 - 07/22/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
MO
07/01/2003 - 06/23/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/05/1982 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/1988
Series 15 - Foreign Currency Options Examination
BC
Issued 11/19/1982
Series 3 - National Commodity Futures Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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