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Michael L. Stone
Financial expert with investment advisory and asset management expertise.
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Location
Carrollton, Georgia, United States, US
Languages
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English -
Skills
- Investment Advisory
- Asset Management
- Securities
- Finra
- Retirement Planning
- Show all
Bio
Generated by
Topline AI
Michael L. Stone is a seasoned financial professional with expertise in investment advisory, asset management, and wealth management. He holds multiple certifications, including Certified Plan Fiduciary Advisor, Accredited Asset Management Specialist, and Accredited Investment Fiduciary (AIF). With experience in securities, retirement planning, and fixed annuities, Michael provides guidance to individuals and organizations in Carrollton, Georgia.
Credentials
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Certified Plan Fiduciary Advisor
National Association of Plan AdvisorsApr, 2024- Apr, 2026 -
Accredited Asset Managemnt Specialist
College for Financial Planning -
Accredited Investment Fiduciary (AIF)
Fi360 (now Broadridge) -
Professional Plan Consultant (PPC)
Fi360 (now Broadridge)
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Industry Focus. “Asset Management”
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