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 20 years of experience. Michael is currently registered with Commonwealth Financial Network. Michael has held previous registrations with LPL FINANCIAL LLC and EDWARD JONES. Michael has a Series 7, Series 63, and Series 66 licenses. Michael specializes in providing financial advice to individuals, high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and state or municipal government entities. Michael also provides financial planning, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
11/27/2018 - Present
Commonwealth Financial Network (Carrollton GA)
GA
07/15/2010 - 12/06/2018
LPL FINANCIAL LLC (CARROLLTON GA)
GA
01/20/1998 - 06/24/2010
EDWARD JONES (CARROLLTON GA)
BOTH
Issued 01/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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