Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed Richard Stone is a financial advisor with over 20 years of experience in the industry. Ted is currently registered with McDonald Partners LLC and has a Series 7, Series 63 and Series 65 licenses. Ted has a strong background in providing financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and charitable organizations. Ted Stone's focus is on providing personalized financial solutions that meet the unique needs of each client.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
10/12/2011 - Present
McDonald Partners LLC (CLEVELAND OH)
PA
03/30/2006 - 08/01/2007
NATIONAL PLANNING CORPORATION (MONROEVILLE PA)
OH
05/16/2001 - 07/14/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
05/16/2001 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
05/14/1999 - 09/27/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
03/03/1995 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
06/29/1994 - 03/03/1995
SOCIETY INVESTMENTS, INC.
BC
Issued 02/09/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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