Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Ann Stone is an investment advisor representative associated with Edward Jones in Gilbert, AZ. Stephanie Ann Stone is registered with the state of Arizona as an Investment Advisor Representative. Stephanie Ann Stone has been in the securities industry since 2005. Stephanie Ann Stone has passed the Series 6, Series 7, Series 24, Series 53, and Series 63 examinations, as well as the SIE Exam. In addition to working with Edward Jones, Stephanie Ann Stone is also the owner of an Etsy shop called Stone Creative Designs. Stephanie Ann Stone previously worked with SAGEPOINT FINANCIAL, INC. and ING FUNDS DISTRIBUTOR, LLC.
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.
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.
See schedule d - miscellaneous
1
2
AZ
04/22/2015 - Present
Edward Jones (Gilbert AZ)
AZ
12/13/2006 - 08/24/2009
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
09/02/2005 - 11/06/2006
ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
BOTH
Issued 01/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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