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Maryelizabeth Stone

4 Years of Experience
Shillington, PA
BrokerSells Insurance

Maryelizabeth Stone is a registered investment advisor, based in Shillington, PA, with 4 years of industry experience.

Location

34 West Lancaster Avenue, Shillington, PA, 19607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Maryelizabeth works as a tax preparer, notary, and financial professional. She also sells fixed insurance products and dedicates a full-time commitment to financial services through Union Advantage Financial and Stone Financial.

Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 4 yrs
Cetera Investment Advisers LLC
July 2022 - Present · 4 yrs 2 mos
Previous Registrations
First Allied Securities, INC.Broker
July 2021 - September 2022 · 1 yr 2 mos
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.