Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Perry Jones is a registered investment advisor representative with PNC Investments in Cleveland, Ohio. Stephen has been in the industry since May 11, 2000 and has experience with NatCity Investments, Inc., NatCity Insurance Services, Inc. and Prudential Securities Incorporated. Stephen is registered to provide investment advice in Indiana and Ohio. Stephen holds the Series 7, 24, 51, 63 and 65 licenses and has passed the SIE and Series 99TO exams. Stephen specializes in providing investment advice to individuals, corporations, high-net-worth individuals, pension and profit sharing plans, charitable organizations and churches. Stephen is a highly experienced and qualified investment advisor with a deep understanding of the financial markets.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/13/2009 - Present
PNC Investments (CLEVELAND OH)
OH
08/10/2001 - 11/13/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
08/10/2001 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
01/05/2000 - 04/03/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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