Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Stone is a financial advisor with over 30 years of experience in the financial services industry. Michael is a registered representative of LPL Financial LLC and holds the Series 6, 7, 24, and 63 licenses, along with the SIE exam. Michael is also a Certified Financial Planner™. Prior to joining LPL Financial LLC, Michael was with OMNIVEST, INC. and First Investors Corporation. Michael's expertise includes financial planning, portfolio management, and insurance. Michael is dedicated to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
02/19/2020 - Present
LPL Financial LLC (DENVER CO)
CO
04/20/1990 - 08/14/1995
OMNIVEST, INC. (DENVER CO)
NJ
01/06/1987 - 03/13/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 02/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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