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MS

Mary R. Stone

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CRD#: 1630717
MS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mary Ruth Stone, who also goes by Mary Ruth Anderson, Mary Ruth Brown, Mary Stone, was a registered financial professional .

Mary is a previously registered financial professional and started their career in finance in 1987. Mary had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mary Ruth Anderson | Mary Ruth Brown | Mary Stone

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 27, 1994 - November 10, 2014

GE INVESTMENT DISTRIBUTORS, INC

BD
CRD#: 32087
STAMFORD, CT
Past

August 10, 1993 - October 29, 1993

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

May 2, 1990 - June 24, 1993

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

February 24, 1987 - May 29, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/2/1990
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/13/1989
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 7/20/1989
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


GI
GE INVESTMENT DISTRIBUTORS, INC
GE INVESTMENT DISTRIBUTORS, INC | GE INVESTMENT SERVICES INC | GE INVESTMENT DISTRIBUTORS, INC.

CRD#: 32087 / SEC#: , 8-45710

BD
Terminated by SEC on 12/16/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 02/03/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GE ASSET MANAGEMENT INCORPORATEDSHAREHOLDER COMMON105297
CARROLL, WENDY JEANNESECRETARY5981481
LAPORTA, JEANNE MARIEDIRECTOR5946908
MITCHELL, MAUREEN BRIDGETPRESIDENT & DIRECTOR2717813
SIMPSON, MATTHEW JULIANDIRECTOR2638052
STACHE, PAUL GERARDCHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER, EXECUTIVE REPRESENTATIVE1170097
TSANG, EUNICE YUEN IFINANCIAL & OPERATIONS PRINCIPAL2544900
ZAKRZEWSKI, MATTHEW JOSEPHDIRECTOR6249027

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GE INVESTMENT DISTRIBUTORS, INC

CRD#: 32087

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