Unclaimed
Tony Stinebaugh is a registered representative with Edward Jones, a firm with approximately $10 billion - $50 billion in assets under management. Tony has been in the industry since October 2002. Tony Stinebaugh is licensed to provide investment advice in 20 states. Tony holds Series 7, Series 63, Series 66 and SIE securities registrations.
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
OH
11/20/2015 - Present
Edward Jones (WAPAKONETA OH)
OH
10/01/2012 - 12/10/2015
J.P. MORGAN SECURITIES LLC (WAPAKONETA OH)
OH
02/23/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WAPAKONETA OH)
OH
10/10/2002 - 02/23/2006
EDWARD JONES (COLDWATER OH)
BOTH
Issued 06/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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