Jeroen Wesley Stone

Current Employers

Employment History

• 12/2020 → Present
  Secu Brokerage Services
  Raleigh, NC
• 12/2020 → Present
  Secu Life Insurance Company
  Raleigh, NC
• 10/2019 → Present
  Members Trust Company
  Tampa, FL
• 06/2014 → Present
  State Employees' Credit Union
  Fuquay Varina, NC
• 05/2021 → Present
  Credit Union Investment Services
  Raleigh, NC

Other Businesses

STATE EMPLOYEES' CREDIT UNION. INVESTMENT RELATED BUSINESS. NATURE: FINANCIAL SERVICES. OSJ OFFICE ADDRESS: RALEIGH, NC. TITLE: FINANCIAL ADVISORY SERVICES SPECIALIST. START DATE 6/2014. DUTIES: PROVIDE FINANCIAL SERVICES TO ELIGIBLE MEMBERS AND PROVIDE OPPORTUNITIES FOR MEMBERS TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITION. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 12/2020. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION. MEMBERS TRUST COMPANY. INVESTMENT RELATED BUSINESS. NATURE: TRUST SERVICES. ADDRESS: 14025 RIVEREDGE DRIVE, SUITE 280, TAMPA, FL 33637. SPEND APPROXIMATELY 1% OF TIME CONDUCTING MTC BUSINESS. START DATE: OCTOBER, 2019. TITLE: TRUST REP. Memorial Baptist Church Address: 271 Leslie Campbell Ave Buies Creek, NC 27506 Type of Business: Church Title: Assistant Treasurer & Budget Director Duties: Sign checks as needed, present budget decisions, and participate in budget planning. Hours per Month: 1-2 Start Date: TBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-20
• S63 Uniform Securities Agent State Law Examination
  2021-05-06