Maury Stone (CRD# 6325445) is an Investment Advisor Representative working at Beacon Harbor Wealth Advisors in Virginia Beach, VA and has over 9 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Harbor Wealth Advisors | Virginia Beach, VA | Feb 2019 - Current | 5 |
| Wells Fargo Clearing Services, LLC | Virginia Beach, VA | Nov 2016 - Current | 7 |
| Wells Fargo Advisors, LLC | Virginia Beach, VA | Aug 2014 - Nov 2016 | 2 |
| Morgan Stanley | Virginia Beach, VA | Apr 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- TX
- VA
-
Total Assets Under Management522MILLIONS
-
Total Number of Accounts1,404ACCOUNTS
-
Average Account Value$371,974
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, FL, LA, NC, SC, TX, VA
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