Jonathan D. Stone,  CFP<sup>&reg;</sup> - Financial Advisor

Jonathan D. Stone, CFP®

Equitable Advisors

395 N Service Rd, Ste 206
Melville, NY 11747-3141
FINANCIAL ADVISOR'S WEBSITE
(631) 462-6527

General

Jonathan Stone is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Equitable Advisors in Melville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

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Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources