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 a financial advisor with over 30 years of experience in the industry. Michael currently works at Cetera Investment Advisers LLC, providing financial advice and services to individuals, businesses, and institutions. Michael is also registered as an investment advisor representative in Florida and Texas. Michael is dedicated to helping clients achieve their financial goals, and his expertise spans a wide range of financial services. Michael is committed to providing personalized financial advice and services to his clients, and he is dedicated to helping them 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.
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.
1
2
FL
11/01/2022 - Present
Cetera Investment Advisers LLC (FORT MYERS FL)
FL
12/22/2014 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Fort Myers FL)
FL
08/18/2006 - 12/23/2014
ROYAL ALLIANCE ASSOCIATES, INC. (FORT MEYERS FL)
FL
03/23/2001 - 09/05/2006
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
NY
06/30/1993 - 03/27/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
09/19/1989 - 07/23/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/25/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 2/18/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1989
Series 3 - National Commodity Futures Examination
BC
Issued 9/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Stone is the right advisor for you? Invested Better is here to help.
