Michael Stone Email & Phone Number
CEO and Founder of Milestone Investment Management LLC @ Commonwealth Financial Network
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Michael Stone Location
- Carrollton, GA, US
Michael Stone Work
- CEO and Founder of Milestone Investment Management LLC @ (November 2018 - Present)
- CEO and Founder Milestone Investment Management LLC @ (July 2010 - November 2018)
- Various @ Banking & Financial Services (December 1973 - June 2010)
Michael Stone Education
- Financial Services Standards
Professional Plan Consultant (PPC) (401k Plan Service Training Program)
2013-2013 - College for Financial Planning
Accredited Asset Management Specialist (AAMS)
2003-2003 - Graduate School of Banking at LSU
Graduate Degree (Banking)
1996-1998 - Louisiana State University
BS (Education)
1971-1975 - Center for Fiduciary Studies (Fi360)
Accredited Investment Fiduciary (AIF) (Professional Designation)
2017 - University of West Georgia
Honorary Alumnus
2017
Michael Stone Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Banking
- Bonds
- Brokerage
- Commercial Banking
- Commercial Lending
- Credit
- Credit Analysis
- Disability Insurance
- Estate Planning
- Executive Management
- FINRA
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planners
- Fixed Annuities
- IRAs
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Loans
- Long-term Care
- Mergers & Acquisitions
- Mortgage Lending
- Mutual Funds
- Public Speaking
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Series 63
- Series 7
- Small Business
- Strategic Financial Planning
- Strategic Planning
- Term Life Insurance
- Treasury Management
- Underwriting
- Wealth
- Wealth Management
- Wealth Management Services
- Sales Operations
- Mergers and Acquisitions
- Project Management
- Customer Service
- Long Term Care
Michael Stone Summary
- Michael Stone, based in Carrollton, GA, US, is currently a CEO and Founder of Milestone Investment Management LLC at Commonwealth Financial Network. Michael Stone brings experience from previous roles at LPL Financial and Banking & Financial Services. Michael Stone holds a 2013 - 2013 Professional Plan Consultant (PPC) in 401k Plan Service Training Program @ Financial Services Standards. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Management, Asset Managment and more. Michael Stone has 1 emails and 3 mobile phone numbers on RocketReach.
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