Maryelizabeth Irene Stone

Current Employers

Employment History

• 06/2016 → 06/2020
  Full Time Education-College
  Shillington, PA
• 06/2020 → 01/2021
  Unemployed
  Shillington, PA
• 01/2021 → Present
  Stone Financial
  Shillington, PA
• 09/2021 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 09/2022 → Present
  Cetera Advisors Llc
  Shillington, PA
• 07/2022 → Present
  Cetera Investment Advisors
  Schaumburg, IL
• 01/2021 → Present
  Union Advantage Financial
  Shillington, PA
• 01/2025 → Present
  Heintz Tax Service
  Reading, PA

Other Businesses

1. NAME OF OTHER BUSINESS: HEINTZ TAX SERVICE, INVESTMENT RELATED: NO, ADDRESS: 2242 PERKIOMEN AVE, READING, PA 19606, NATURE OF BUSINESS: TAX PREPARATION, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: TAX PREPARER, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: DATA ENTRY FOR TAX RETURNS; 2. NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: NOTARIAL SERVICES, START DATE: 07/2024, POSITION/TITLE/RELATIONSHIP: NOTARY, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES TO CLIENTS; 3. NAME OF OTHER BUSINESS: UNION ADVANTAGE FINANCIAL , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2021, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 3/2021; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 5. NAME OF OTHER BUSINESS: STONE FINANCIAL; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2021, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2021-09-17

Other Names

• Marybeth Stone