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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maury? Claim Your ProfileMaury Andrew Stone is a registered investment advisor representative at Beacon Harbor Wealth Advisors. Maury has been in the financial services industry since October 2014 and has experience with Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Maury holds the Series 66, SIE and Series 7 licenses. Maury specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Beacon Harbor Wealth Advisors is a registered investment advisor located in Virginia Beach, Virginia with approximately $625 million in assets under management. The firm works with individual clients, corporations, charitable organizations, and high-net-worth individuals. Beacon Harbor Wealth Advisors provides a variety of advisory services, including financial planning, portfolio management, and pension consulting. The firm also offers a range of compensation arrangements, including fixed fees, hourly charges, and a percentage of assets.
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.
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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VA
05/21/2019 - Present
Beacon Harbor Wealth Advisors (VIRGINIA BEACH VA)
VA
10/23/2014 - 05/21/2019
WELLS FARGO CLEARING SERVICES, LLC (VIRGINIA BEACH VA)
BOTH
Issued 01/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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