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 professional with over 37 years of experience in the industry. Michael is registered with Equity Services, Inc. and holds a Series 6, Series 22, Series 63, and SIE licenses. Michael also has the Chartered Financial Consultant designation. Michael provides financial planning, educational seminars and selection of other advisers services to individuals, corporations, charitable organizations and pension plans. Michael is active in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, Minnesota, Nevada, New Jersey, North Carolina, Ohio, Oregon, South Carolina, Washington and Wisconsin.
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.
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.
1
2
IL
01/16/2001 - Present
Equity Services, Inc. (CHICAGO IL)
BC
Issued 06/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/15/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Stone is the right advisor for you? Invested Better is here to help.
