Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Allen Stone is a financial professional with over 15 years of experience in the financial services industry. Michael is currently registered with GWN Securities Inc., where Michael is a Registered Representative and Investment Advisor Representative. Before joining GWN Securities Inc. in March 2018, Michael was a Registered Representative and Investment Advisor Representative with MML Investors Services, LLC, from April 2013 until March 2018. Michael is also a licensed Insurance Agent. Michael's expertise includes financial planning, market timing services, and portfolio management for individuals. Michael works with a wide range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Michael holds a Series 6, Series 63, Series 65, and SIE license.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
03/13/2018 - Present
GWN Securities Inc. (PALMETTO BAY FL)
FL
04/23/2013 - 03/12/2018
MML INVESTORS SERVICES, LLC (Miami FL)
FL
02/10/2012 - 04/11/2013
NEW ENGLAND SECURITIES (MIAMI FL)
FL
03/10/2004 - 03/14/2006
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
NE
11/14/2002 - 02/24/2004
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NY
10/19/2000 - 11/08/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 04/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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