Meghan StoneCRD Number: 5491380
Current Firm: Pnc Investments
Meghan Stone (CRD# 5491380) is an Investment Advisor Representative working at Pnc Investments in Meadville, PA and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Royal Alliance Associates, Inc.
|Pnc Investments||Meadville, PA||Feb 2015 - Current||2|
|Cco Investment Services Corp.||Mercer, PA||Jun 2014 - Feb 2015||< 1|
|First Niagara Securities||Meadville, PA||Jan 2011 - Jun 2014||3|
|Lpl Financial||Charlotte, NC||Jan 2011 - Jun 2014||3|
|Metlife Securities||Greenwood Village, CO||Feb 2008 - Jan 2011||2|
|Cu Health Science Center||Denver, CO||Sep 2007 - Feb 2008||< 1|
|Dartmouth Medical School||Lebanon, NH||Feb 2007 - Sep 2007||< 1|
|Merry Meadows Farm||Hanover, NH||Aug 2005 - Sep 2007||2|
|Va Hospital||White River Junction, VT||Jul 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2008|
|S65||NASAA Investment Advisors Law Examination||Feb 2009|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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