Jeroen StoneCRD Number: 7322542
Current Firm: Credit Union Investment Services
Jeroen Stone (CRD# 7322542) is an Investment Advisor Representative working at Credit Union Investment Services in Fuquay Varina, NC and has 1 year of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Credit Union Investment Services||Raleigh, NC||May 2021 - Current||1|
|Secu Brokerage Services||Raleigh, NC||Dec 2020 - Current||1|
|Secu Life Insurance Company||Raleigh, NC||Dec 2020 - Current||1|
|Members Trust Company||Tampa, FL||Oct 2019 - Current||2|
|State Employees' Credit Union||Fuquay Varina, NC||Jun 2014 - Current||7|
|Carlie C's Iga||Coats, NC||Nov 2008 - Jun 2014||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2021|
|S65||NASAA Investment Advisors Law Examination||Jan 2022|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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