Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Gene Stoner is a financial advisor with Ameriprise Financial Services, LLC. Donald has been in the financial industry since 1997. Donald has a total of two state exams and two product exams. Donald has been registered in Michigan since 2015 and in Illinois since 2022. Donald has previously worked at Hantz Financial Services, Inc. and Ameriprise Financial Services, Inc. Donald specializes in retirement planning, college planning, and estate planning. Donald is also a Certified Financial Planner (CFP®).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
12/03/2015 - Present
Ameriprise Financial Services, LLC (PORTAGE MI)
MI
04/06/2006 - 07/20/2015
HANTZ FINANCIAL SERVICES, INC. (ANN ARBOR MI)
MI
01/03/1997 - 04/04/2006
AMERIPRISE FINANCIAL SERVICES, INC. (PORTAGE MI)
MN
01/03/1997 - 04/04/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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