Jeroen Stone, financial advisor Fuquay Varina NC

Jeroen Stone

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jeroen W. Stone
Phone Number: 800-451-5467
Firm Website: https://www.ncsecu.org/
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

NC

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