Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Stone is a financial advisor with Principal Securities, Inc. Michelle has been in the financial services industry since 2001. Michelle has a Series 7, Series 24, Series 63, and Series 66 license. Michelle is registered to provide investment advice in Arkansas, Colorado, Connecticut, Florida, Iowa, Massachusetts, Nebraska, New Hampshire, Oklahoma, South Dakota, Utah, and Vermont. Michelle is also registered to provide investment advice in Iowa as a Registered Agent. Michelle's office is located in DES MOINES, Iowa.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
11/09/2005 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
10/03/2007 - 09/23/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
BOTH
Issued 11/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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