Whitney J. Smith
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.
Whitney Jonna Smith, who also goes by Whitney J Smith, was a registered financial professional .
Whitney is a previously registered financial professional and started their career in finance in 2021. Whitney had worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 3, 2023 - July 25, 2025
STONE WEALTH STRATEGIES
February 18, 2021 - April 29, 2022
STONE WEALTH STRATEGIES
State Registrations and Notice Filings
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Current Firm
STONE WEALTH STRATEGIES
CRD#: 297961 / SEC#:
Contact information
Red Flags
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