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Clare K

Series 66

Clarks Green, PA

Stone Securities Inc.

Clare Kull is a financial advisor at Stone Securities Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked at Leigh Baldwin & Co., LLC since 2013. Stone Securities provides discretionary asset management and investment advice to individuals, trusts, estates, and small corporations. The firm employs an active management approach combining fundamental, technical, and charting analysis, incorporating the CAN SLIM methodology for stock selection, with regular account reviews and discretionary authority across growth, balanced, and bond portfolios.

Active portfolio management Options & derivatives strategies
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Glenn F

Series 63, Series 65

Clarks Green, PA

Stone Securities Inc.

Glenn Ferrell is a financial advisor with Stone Securities Inc. in Clarks Green, PA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at Stone Securities since 2014 and previously was employed by the Pennsylvania Department of Labor for 16 years. Outside of his advisory role, he works part-time as a driver transporting cars between dealerships. Stone Securities, Inc. provides asset management and portfolio management services to individuals, trusts, estates, and small corporations, managing approximately $72.5 million across about 103 household accounts. The firm serves both high-net-worth and non-HNW clients using a blend of fundamental analysis, technical methods, and a CAN SLIM stock-picking approach, with active monitoring and regular account reviews.

Active portfolio management Options & derivatives strategies
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Cheryl C

Series 63, Series 65

Clarks Green, PA

Stone Securities Inc.

Cheryl Chin is a financial advisor at Stone Securities Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Leigh Baldwin & Co., L.L.C. since 1999. Stone Securities provides discretionary asset management and investment advice to individuals, trusts, estates, and small corporations. The firm employs an active management approach using fundamental, technical, and charting analysis, incorporating the CAN SLIM methodology for stock selection.

Active portfolio management Options & derivatives strategies
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Stephen M

Series 63, Series 65

Clarks Green, PA

Stone Securities Inc.

Stephen Moore is a financial advisor at Stone Securities Inc. with 45 years of industry experience. He has been with Stone Securities since 2004 and is also affiliated with Leigh Baldwin & Co., L.L.C. Moore holds Series 63 and Series 65 licenses. Outside of advising, he is a 25% owner of Rehab-Bookings.com, a nonprofit website that helps users find availability, which he manages part-time. Stone Securities provides discretionary asset management and investment advice to individuals, trusts, estates, and small corporations. The firm employs an active management approach incorporating fundamental, technical, and charting analysis with the CAN SLIM methodology, emphasizing disciplined profit-taking and loss cutting.

Active portfolio management Options & derivatives strategies
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