Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stone is an investment advisor with Ameritas Advisory Services, LLC. Michael has been in the industry since 1994. Michael is registered as an Investment Advisor Representative in Virginia and Texas. Michael has been an agent for Business Benefits Group, Inc. and President and General Agent for Incisive Financial Group. Michael is also a licensed Insurance Agent. Michael provides advisory services in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.
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.
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.
Solicitor fees
1
2
VA
11/01/2021 - Present
Ameritas Advisory Services, LLC (Fairfax VA)
NJ
07/05/1996 - 06/27/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/11/1992 - 07/12/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
04/19/1983 - 01/07/1985
E. F. HUTTON & COMPANY INC
IA
Issued 10/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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